Saab AB share matching plan – Rockbridge’s analysis
The defense and aerospace company, Saab Inc., has their US Headquarters, and several hundred employees in our hometown of Syracuse, NY. In addition to their 401(k) match and great pay, they offer one of the most appealing Employee Stock Purchase Plans we’ve ever seen. At its core, this is an employee stock purchase plan that […]
Investment lessons found in the year of the coronavirus
Investors nerves were tried throughout 2020, yet those investors who avoided behavioral mistakes and didn’t let their emotions get the best of them were rewarded handsomely. The year was full of lessons, but some highlights were: Market results are unpredictable- Missing the best market day in March would have cost you 10%. That “lost” […]
The stimulus bill explained
Congress recently passed a highly anticipated economic stimulus bill just in time for the holidays. The entire bill contains over 5,000 pages of new legislation appropriating over $900 billion in government spending. The following is an outline of the provisions most pertinent to our clients here at Rockbridge. The headline provision in the bill is […]
Market commentary: Q4 2020
Stock Markets Results over the past quarter are consistent with positive expectations due to the introduction of vaccines in November. Small company stocks and Real Estate markets have snapped back but not enough to bring the past year’s Real Estate returns into positive territory. Over longer periods, domestic stock markets have outpaced international and emerging […]
When is a good day to buy?
A question most investors ask themselves at some point is: “Is today a good day to buy into the market?” I waffle between two responses that sound the opposite but mean the same thing. It’s always a good day to buy and there is no such thing as a good day to buy. It’s always […]
Six financial best practices for year-end 2020
Has 2020 left you feeling like the fabled Sisyphus, forever pushing a boulder up a steep hill? Thankfully, with multiple COVID-19 vaccines in the works, there’s hope the load will lighten in the new year, fast approaching. While we prepare for a fresh start, here are six financial best practices for year-end 2020 and beyond, […]
Rockbridge 2020 election preview
With the general election one week away, many Americans and capital markets are awaiting the results. In this piece, we will go over expectations heading into the election and possible market reactions based off those outcomes. Before we dive in, it’s important to remember current market prices reflect all known information and expectations. And while […]
Presidential election reflection
Here’s an interesting puzzle: Why do we cringe at the sight or sound of breaking glass, but we salivate over breaking news? In the run-up to the U.S. presidential election, you’ve probably been hit by enough breaking news to propel you well into 2021. Predictions abound on who will prevail, and what will happen to […]
Market commentary: Q3 2020
Stock Markets Stocks continued to come back from their sharp declines earlier in the year. Over the September quarter, stocks are up across the board – Domestic Large-Cap stocks and Emerging Markets are up 9%. Since December 31st, a diversified global portfolio is off 8% year-to-date excluding the Domestic Large- Cap market, which is driven […]
Historical stock market volatility around elections
With the general election approaching, many investors are worried about heightened volatility in the stock market. We have had several people reach out with three types of concerns: concern around an election without a clear winner (or a candidate not admitting defeat), concern around an election result different than their preference, and concern around general […]