Equity market returns over several periods ending September 30, 2017 are shown on the graph to the right. Here are a few highlights:
Yield Curves show the yield of U.S. Treasury securities over several maturities, from the short term (one month) to the long term (twenty years). How these curves have changed over the recent past is shown below.
Other articles filed under Investing
April 19, 2018
As another tax season comes to a close, we wanted to draw attention to a number of scams and schemes to defraud unsuspecting taxpayers. We think it is important that our clients be aware of how these scams work, and...
April 17, 2018
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 of investments? Should you own individual stocks or funds? Are...
April 6, 2018
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 understand what you can control while providing expertise, perspective and...
March 20, 2018
Estate planning has often had an air of mystery to some people. The terms used and bantered about by lawyers or planning professionals are not words we use in everyday conversations. Do you have heirs? Answer: No you don’t –...
February 23, 2018
It’s tax time again and as you gather your W2s, 1099s, and maybe even your K-1s, we thought it would be a good time to explain our income tax planning approach. Income tax planning is a crucial aspect of the...