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Investing

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 [...]

Apr 17

The Value of a Financial Plan

by Ethan Gilbert

It’s common for investors to feel nervous when looking at investments by themselves. Are you saving enough? Are you saving in the right place? Are you holding the right mix [...]

Apr 06

Tuning Out the Noise

by Rockbridge Team

The markets have seen several ups and downs over the years, but remember – Volatility is normal. At Rockbridge, we believe financial advisors play a vital role in helping you [...]

Feb 07

Sorting Through the Market Shifts

by Rockbridge Team

Yesterday evening, Rockbridge’s own Ethan Gilbert, CFA was featured on our local Spectrum news network. Check out the interview below where Ethan discusses the recent market shifts, how these swings [...]

Jan 24

When Investing, Don’t Think About the Patriots

by Ethan Gilbert

This past weekend, the New England Patriots did it again. Down 10 in the 4th, star quarterback Tom Brady orchestrated two scoring drives to pull off another comeback victory. In [...]

Jan 23

Market Commentary – January 2018

by Robert Ryan

Stock Markets Returns from various stock market indices over several periods ending December 31, 2017 are shown below. The past quarter was good for stocks – REITs lagged. Over the [...]

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