Rockbridge Named #81 on CNBC's Top 100 Fee Only Wealth Mgmt Firms List
Jun 25

Are You A Financial Expert?

by

The Financial Industry Regulatory Authority (FINRA) is currently running a study on the financial savviness of the US population.  While a majority of people feel they have a good grasp of financial topics, the study shows that is not actually the case.

Below are a few of the study highlights:

If you would like to review the entire study results, it can be found here: http://www.usfinancialcapability.org/results.php?region=US

If you would like to take the 5 question financial capability test yourself, the link can be found here: http://www.usfinancialcapability.org/quiz.php

 

You Might Also Like

Other articles filed under Investing

More Than Just an Investment Firm

December 7, 2018
At Rockbridge, we believe that the role of an investment advisor is changing, and investors should be expecting more from their advisors than they have in the past. With options like Vanguard, robo advisors, and all the other investment-only solutions...
Continue Reading

Market Commentary – October 2018

October 22, 2018
Stock Markets For the last quarter, stocks are up except for Emerging Markets, which were close to flat. Domestic stocks are seemingly shrugging off the uncertainties of increasing interest rates, trade wars and tariffs. Year to date, an Emerging Market...
Continue Reading

Is Your Cash Earning Interest?

October 16, 2018
Interest rates are rising, and yet you may not be earning much on your cash.  As financial markets finally begin to reflect a recovery from the crisis of 2008-09, the brokerage industry is changing the way they handle customers’ cash,...
Continue Reading

Understanding Bond Returns

October 12, 2018
We had several clients this year reach out to ask how bonds were performing in their portfolios. These are great questions, so we created a few items to address what you see in your statements.  Some people notice they have...
Continue Reading

New Tax Law Makes Bundling Gifts to Donor-Advised Funds Attractive

October 9, 2018
“Give, but give until it hurts.” - Mother Teresa -    I don’t think Mother Teresa paid much attention to the tax code, but her quote is unusually prescient for 2018 taxpayers.  The changes have made it unlikely to get...
Continue Reading

‹ Back to Blog Home

getting started is simple

315.671.0588 info@rockbridgeinvest.com Schedule a meeting Sign Up for Our Newsletter