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Investing

Dec 07

More Than Just an Investment Firm

by Patrick Rohe, CFP®

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 [...]

Oct 22

Market Commentary – October 2018

by Robert Ryan

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, [...]

Oct 16

Is Your Cash Earning Interest?

by Craig Buckhout

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 [...]

Oct 12

Understanding Bond Returns

by Ethan Gilbert

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 [...]

Sep 20

What to Ask Your Financial Advisor

by Patrick Rohe, CFP®

How does/and how much does your advisor get paid? Fees matter.  It is important to know how much you are paying and the value you receive for that payment.  If [...]

Aug 06

How to Prepare for a Market Correction

by David Carroll

It’s simple. Don’t. A common question we receive is “how do I prepare for the inevitable stock correction?”  There are two answers to this question: the one you want to [...]

Jul 24

Market Commentary – July 2018

by Robert Ryan

Stock Markets Returns from various stock market indices over several periods ending June 30, 2018 are shown to the right.  Here are a few highlights: Domestic stocks continue to lead [...]

May 08

Investment Committee Thoughts from Friday 4/27/18

by Ethan Gilbert

Last week, we introduced you to our weekly Investment Committee meetings. When we met for class on 4/27/18, we began our discussion on the subject of an “optimal portfolio.” The [...]

Apr 23

Market Commentary – April 2018

by Robert Ryan

Stock Markets Returns from various stock market indices over several periods ending March 31, 2018 are shown to the right. Here are a few highlights: While not observed in these [...]

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