Part 2: I’m in a Life Transition – Now What?
Years go by with casual spending and saving until one day a major life event materializes. It could be a happy moment such as a marriage, retirement or an additional child. A life event could also be a sorrow-filled experience of a death, a divorce or a loss of a job. Regardless of the event, […]
Part 1: A Coach Can Take You Farther!
No matter how good a swimmer Michael Phelps was, he would have never reached his level of success without a patient and willing coach like Bob Bowman. The coach-athlete interaction, which includes accountability, camaraderie and hard work, pays off in all aspect of sports. No one would question that Syracuse University’s basketball success was in […]
Why Do I Need a Financial Advisor?
This is a very common question, and rightly so. In this series of blog posts, we will highlight four distinct areas where financial advisors add true value to clients. After reading, hopefully you will be able to evaluate and recommend the benefits of a financial advisor with a new light. Part 1: A Coach Can […]
The 401(k) Challenge!
Welcome to the 2013 Rockbridge 401(k) Challenge. This is the easiest competition you will ever face and will take less than 10 minutes to complete! The challenge is simple, increase your employee 401(k) contributions by 2% or more and see if you actually notice the difference in your day-to-day life. Our guess is that you […]
The Questions You Should Be Asking
The NY Times blog author Carl Richards hits the nail on the head when he highlights how emotions are once again taking over media and investor behavior as the stock market presses higher and higher. The question being asked is “Should we buy or should we sell?” as many rush into the market at its recent […]
Finding Advice for More Modest Retirement Investments
The New York Times recently published an article about the various ways people are using the web for retirement planning. More and more companies are trying to find solutions to help people with less than $500k in assets manage money in a similar fashion to large pension funds. At Rockbridge, we have cost effectively been doing […]
Impressive Growth of Fee-Only Advisors
As we start a new year filled with promise, I would like to share our story with you. We view Rockbridge Investment Management as a community of talented professionals and clients who value our services. Working together with our clients we hope to fulfill our collective goals of financial independence and well being. Our Vision […]
It’s a New Year: Get Your Retirement Back On Track
In a recent WSJ article, Seven Resolutions to Get Your Nest Egg in Shape, the author points out that many Americans are behind on their preparations for retirement. Below are some eye-opening stats: – 67% of workers say they are behind schedule in planning and saving for retirement! – Less that 60% of […]
What Grade Does Your Retirement Account Get?
Schools and parents have always taught students to strive for A’s and B’s. In fact, it would be hard to do well in school without using grades as goals or milestones. Unfortunately after school, grades fall off the radar. By translating retirement savings into something as simple as a letter grade, retirement preparation can be […]
Diversify your 401(k)
If you currently work for a publicly traded company, there is a good chance that you own some of their stock in your 401(k). You may even have incentives from the company to own more of it. In fact, some companies make their matches or profit sharing contributions in their own stock which just increases […]