Why value stocks do better with rising interest rates & inflation
Year to date returns for Value stocks have exceeded that from Growth stocks across all market caps, both domestically and abroad. There are several reasons for this. US Vaccination rates have been greater than expected, which has helped traditional companies (value) at the expense of technology companies (growth). Company specific earnings have likely made a […]
How to save additional tax advantaged money in the Lockheed Martin 401(k) plan
A common question we receive from clients: “How can I save more money in a tax advantaged way?” Fortunately, if you are an employee of Lockheed Martin you have a unique opportunity. As us nerds call it, the “Mega Backdoor Roth IRA” is a strategy available in 401(k) plans that allow for after-tax 401(k) contributions […]
Bonds are down on the year and that is ok
Most of our clients hold bonds and most of those bonds have “lost value” in the first three months of the year. That does not mean any of the bonds have defaulted. In fact, almost no bonds have defaulted in 2021. Rather, interest rates have risen causing the value of existing bonds to drop. It […]
SPACs, NFTs, and other jungle creatures
“The American marketplace is an economic jungle. As in all jungles, you easily can be destroyed if you don’t know the rules of survival. … But you also can come through in fine shape and you can even flourish in the jungle—if you learn the rules, adapt them for your own use, and heed them.” […]
Saab AB share matching plan – Rockbridge’s analysis
The defense and aerospace company, Saab Inc., has their US Headquarters, and several hundred employees in our hometown of Syracuse, NY. In addition to their 401(k) match and great pay, they offer one of the most appealing Employee Stock Purchase Plans we’ve ever seen. At its core, this is an employee stock purchase plan that […]
When is a good day to buy?
A question most investors ask themselves at some point is: “Is today a good day to buy into the market?” I waffle between two responses that sound the opposite but mean the same thing. It’s always a good day to buy and there is no such thing as a good day to buy. It’s always […]
Rockbridge 2020 election preview
With the general election one week away, many Americans and capital markets are awaiting the results. In this piece, we will go over expectations heading into the election and possible market reactions based off those outcomes. Before we dive in, it’s important to remember current market prices reflect all known information and expectations. And while […]
Presidential election reflection
Here’s an interesting puzzle: Why do we cringe at the sight or sound of breaking glass, but we salivate over breaking news? In the run-up to the U.S. presidential election, you’ve probably been hit by enough breaking news to propel you well into 2021. Predictions abound on who will prevail, and what will happen to […]
Market commentary: Q3 2020
Stock Markets Stocks continued to come back from their sharp declines earlier in the year. Over the September quarter, stocks are up across the board – Domestic Large-Cap stocks and Emerging Markets are up 9%. Since December 31st, a diversified global portfolio is off 8% year-to-date excluding the Domestic Large- Cap market, which is driven […]
Eight best/worst investment strategies during the coronavirus
The utility of living consists not in the length of days, but in the use of time. — Michel de Montaigne For better or worse, many of us have had more time than usual to engage in new or different pursuits in 2020. Even if you’re as busy as ever, you may well be revisiting […]