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Apr 24

Market Commentary – April 2019

by Robert Ryan

Stock Markets Stocks rebounded nicely. Tech stocks (FANGs – Facebook, Amazon, Netflix, Google) after leading the way down in last year’s fourth quarter (off 22%) led stocks back up (up [...]

Apr 22

Long-Term Disability Considerations

by Kevin Sullivan

Many of us are familiar with insurance for your home, auto and life, but the reality is – we don’t often know our specific coverages until we need to make [...]

Apr 19

Where Is The Value?

by David Carroll

It’s no secret that since the Financial Crisis value stocks have underperformed growth stocks. Many theories exist as to why this has happened, none of which can be confirmed as [...]

Apr 17

If you’re like most people, you know that planning to achieve your financial goals involves more than just budgeting and saving for retirement. You’ve undoubtedly received financial advice, solicited or [...]

Feb 08

New York State Office of Unclaimed Funds

by Rockbridge Team

Over the summer, we had a client ask if there was a place to look for existing accounts or funds they or family members may have accumulated and forgotten about [...]

Jan 22

The Reward of Tuning Out 11 Years of Noise

by Patrick Rohe, CFP®

This recent market downturn has many investors drawing parallels to how they felt during the infamous 2008 financial crisis. The last 11 years have been a roller-coaster ride for investors. [...]

Jan 18

2018 Market Insights

by Ethan Gilbert

2018 was a woeful year for investing. All major stock market indexes were down, bonds enjoyed a year-end rally to finish flat, and commodities such as gold and oil fell. [...]

Jan 14

Invest Like You’re Driving, Drive Like You’re Investing

by Kevin Sullivan

I’ve been watching people drive all my life. I’ve been an individual investor and an investment advisor guiding clients for more than half of my adult life. I’m a curious [...]

Jan 11

Quarterly Market Commentary – January 2019