Geoff Wells featured in Market Watch article!
Market Watch recently released an article focusing on the confusion and stress felt by 401(k) savers. Investors feel the 401(k) options offered are too confusing and they don’t know what to do! Rockbridge financial planner, Geoff Wells, shared his feelings on how investors can eliminate that stress. Read the full article here (Market Watch Article)
2013 Rockbridge Survey and Company Updates
First and foremost, we would like to thank everyone who participated in our 2013 Client Survey. We are constantly looking for ways to improve our business and services, and we greatly value your feedback. For those of you who didn’t get an opportunity to take the survey, I will summarize the results of each of […]
How Bad Was This Quarter for Bond Investors?
The benchmark bond index that we follow, Barclays U.S. Government/Credit Index, lost 2.5%, the worst quarter since 1994. In fact the quarterly result has only been worse 8 times in the past 40+ years (162 quarters). The Barclays U.S. TIPS Index had its worst quarter ever losing 7.1% (data only goes back to 1997). Markets […]
Market Commentary July 2013
Volatility returned this quarter in both stocks and bonds as fears about the central-bank actions across the globe made investors nervous about the future. Large Cap U.S. stocks, represented by the S&P 500 Index, returned 2.9% in the second quarter, bringing the year-to-date return up to a lofty 14.0%. By contrast, the EAFE Index, a […]
Tony Farella in USA Today!
The USA Today published an article by our one and only Tony Farella. (Link) The full text version is shown below. Is it worth paying for 401(k) advice? Christine Dugas, Money Watch columnist5:13p.m. EST March 9, 2013 (Photo: Thinkstock) STORY HIGHLIGHTS Investment advisors usually have more knowledge and discipline 401(k) plan participants may not […]
Impressive Growth of Fee-Only Advisors
As we start a new year filled with promise, I would like to share our story with you. We view Rockbridge Investment Management as a community of talented professionals and clients who value our services. Working together with our clients we hope to fulfill our collective goals of financial independence and well being. Our Vision […]
Market Commentary January 2013
Financial markets did very well in 2012, with stocks returning 16%-18%, which is significantly above long-term averages. During the fourth quarter markets seemed to cling to an assumption that the fiscal cliff would be averted, or at least end in something less than a catastrophe. Domestic stocks ended the quarter very close to where they […]
Market Commentary October 2012
The equity markets finished a very strong quarter in September, erasing the losses of the second quarter, and more, pushing returns solidly into double-digit territory for the year. If the S&P 500 could hold its 16% gain through the next quarter, it would be the third best annual result of the past decade, and above […]
Four Ways the Financial Media Causes Investors Harm
ONE: Focus on the near term. A recent headline reads, Anxious financial advisers scale back summer vacations. “Still haunted by the 2008 financial crisis, many financial advisers are scaling back their summer vacations or giving up on them entirely. Many are afraid to be out of the office in case this is the third straight […]
Market Commentary July 2012
Equity markets had a rough second quarter. For the period ending June 30, 2012 the S&P 500 index (large stocks) was down 2.8%, the Russell 2000 index (small stocks) was down 3.5%, and the MSCI EAFE index (international stocks) was down 6.9%. The international index might have seen a double-digit decline were it not for […]
