Rockbridge Named #81 on CNBC's Top 100 Fee Only Wealth Mgmt Firms List
Dec 24

Fund your Retirement, not Wall Street!

by Patrick Rohe, CFP®

A recent article in The Economist talks about the reasons to stick with low cost ETF’s and proper asset allocation for the long term success.

“The best way for investors to play the odds is to choose low-cost ETFs or trackers and diversify geographically and across asset classes. It is not an exciting strategy. It will not bring anything to brag about at dinner parties. But it will mean that more of their money stays in their own pockets, and less goes to buy other people’s mansions in Mayfair and the Hamptons.”

Remember, successful investing is not supposed to be glamorous.  Find something else to chat about this holiday season and your retirement accounts will thank you for it!

About the Author

Patrick Rohe CFP is a Certified Financial Planner at Rockbridge. “Upon graduation from Cornell University, I was recruited by a large brokerage firm. After months of sales training and minimal help in understanding even the basics of investing, I quickly learned that the brokerage firm model was not for me. I then made the transition to Rockbridge, a fee-only financial planning firm, where I truly enjoy helping people and making a difference in their financial lives!”. Patrick is a graduate of the Applied Economics and Management and Animal Science (B.S.), Cornell University, and the CERTIFIED FINANCIAL PLANNER™, (CFP®) program. Learn more and/or Contact Patrick.


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