Rockbridge Named #81 on CNBC's Top 100 Fee Only Wealth Mgmt Firms List

Retirement

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 [...]

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 16

The 5-year Countdown to Retirement

by Claire Kobylanski

While you should think about retirement planning as early as possible, the five years leading up to retirement are critical. If you believe you are 5 years or less away [...]

Jul 18

The Least Prepared in Decades

by Craig Buckhout

A recent headline in the Wall Street Journal declared, “A Generation of Americans Is Entering Old Age the Least Prepared in Decades.”  The article starts out by stating, “Americans are [...]

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 [...]

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 [...]

Mar 23

Unique Planning Opportunities with TIAA Traditional

by

Teachers Insurance and Annuity Association, better known as TIAA was founded almost 100 years ago (1918). TIAA provides retirement plan solutions for a majority of the higher education institutions in [...]

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