Rockbridge Institutional – May 2025 Market Review
Market Review In May, stocks rewarded perseverance, bond yields flashed concern. Here’s the data: note especially: The generally positive stock market returns this month and quarter The negative bond returns reflecting rising yields International markets significantly outpacing domestic markets so far this year The positive five-year stock results Returns of a diversified equity portfolio (highlighted) […]
Rockbridge Institutional – April 2025 Market Review
Market Review Here are recent returns from several market indices: Note especially the difference in returns among the various indices this past month and year to date. Also, note the generally positive results over longer periods. Stocks Domestic stock prices were volatile throughout April. After starting the month down significantly, stocks have bounced back recently […]
Rockbridge Institutional – March 2025 Market Review
Market Review Here are the recent returns from various market indices: Stocks Note that this quarter it’s international markets that are up, it’s domestic markets, especially the larger tech stocks, that are down – not what we’ve been used to. The S&P 500 was down 4% and the Russell 2000 down 9%, International developed markets […]
Year-End Tax Planning
While tax season is still several months away, year-end will be here before we know it. With that in mind, it’s important to make sure you’re taking advantage of the tax-planning strategies that make sense for your unique situation. Here’s a short list of topics we’ll be discussing with our clients over the next few […]
Revisiting I-Bonds
I-Bonds were a fantastic investment opportunity in 2022 as inflation rates were the highest we had seen in decades. I-Bonds purchased from May 1st through October 31st of 2022 earned a return of 9.62% (annualized) for the first six months. Since then, rates on I-Bonds purchased during that period in 2022 have been much more […]
3 Thoughts for the Recently Graduated Physician Assistant
Congratulations on completing your PA curriculum and good luck as you start your career in the healthcare profession! After years of hard work and sacrifice, you are finally ready to start earning a steady paycheck. Given the significant change in income, it’s important to take the time now to develop smart financial habits. Here are […]
