Rockbridge names Chief Executive Officer (CEO)
You may spot the good news in the press sometime soon, but we wanted you to be among the first to hear it, straight from us! Please join us in congratulating Patrick Rohe, CFP® as we name him Chief Executive Officer of Rockbridge Investment Management. Why the change? It’s an opportunity to recognize Patrick for […]
New faces at Rockbridge
We’d like to welcome to the firm our newest investment advisor, Zach DeBottis, as well as our two summer interns, Joel Farella and Hari Nanthakumar. Zach joined Rockbridge in a new capacity this past June, having worked for Rockbridge as an intern intermittently throughout his senior year of college at SUNY Geneseo. While working as […]
New tax law makes bundling gifts to donor-advised funds attractive
“Give, but give until it hurts.” – Mother Teresa – I don’t think Mother Teresa paid much attention to the tax code, but her quote is unusually prescient for 2018 taxpayers. The changes have made it unlikely to get a tax break on money given to your favorite charities. When the Tax Cuts […]
History of the Fee-Only Advisor Movement
I recently returned from a fee-only advisor industry conference. In addition to educational opportunities, it was a rewarding experience to spend time with other like-minded professionals. Rockbridge advisors have been attending these conferences for almost 10 years, so I thought it would be interesting to share a bit of the history behind the fee-only movement. More […]
What’s Happening At Rockbridge
In 2016, Rockbridge welcomed 145 new families to our community of clients. We ended the year helping clients manage $552 million of investment assets. This represents an increase of 12.4% over last year. We continue to evaluate our staffing to provide the high level of service that our clients have come to expect from our […]
Elections and the Stock Market
With less than a month to go before the Presidential election, many clients and friends have asked me how the markets will respond to the voters’ choice. While there will be no shortage of prognostications in the media, investors would be well served to avoid speculating. Trying to outguess the market is often a losing […]
What’s Happening At Rockbridge
2015 was an exciting year of growth and change at Rockbridge. Market returns were less than ideal for the year, but we continue to see growth in our fee-only business model as prospective clients seek out unbiased advice and professional investment management. We are the leading fee-only investment management firm in Central New York, managing […]
4 Steps to a Successful Retirement
Many investors nearing retirement are beginning to focus on life after work. Questions arise that can be difficult to answer, such as: How much savings is enough to retire? What sources of income will I have after I stop working? How do I construct a portfolio to fund spending goals? What will I do with […]
What is the Value of an Investment Advisor?
Does hiring an investment advisor improve your portfolio returns? This question is often on the minds of our clients or prospective clients. The value of an advisor is often easier to describe than define numerically. Many clients find value in hiring an advisor to provide “peace of mind” and comfort that a professional is watching […]
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 […]
