FamilyCare Medical Group – Agilon IPO & 401(k) Options
Rockbridge works with over 120 medical professionals, most of whom are in the Syracuse area. In addition to the expertise we’ve developed with providers, we have experience working with doctors at FamilyCare Medical Group. The following are two areas we are able to add value for doctors at FCMG. Agilon Health IPO This […]
How big are the largest American companies?
Somewhere between colossal and titanic. Apple, the largest publicly traded company in the world, has a market capitalization of $2.4 trillion. If it were its own country it would be slightly less valuable than all the publicly-traded stocks in Germany and slightly more valuable than those in South Korea. Microsoft is worth $2.2 trillion, a […]
The fed giveth, and the fed taketh away
Around the globe, COVID-19 killed millions of people, caused nearly 100 million to lose their job, and decreased economic output by several trillion dollars. When times get this bad, we investors are prepared to see losses in our portfolios. But in 2020 we saw the opposite. The S&P 500 was up 18%, almost double its […]
What does it mean to short a stock and what’s going on with GameStop?
GameStop has been in the news in the last week as the share price jumped from $35 to $350, and is up from an April intraday low of $2.57. There are lots of things going on with this but the one getting the most attention is the “short squeeze.” We’re going to describe what a […]
Historical stock market volatility around elections
With the general election approaching, many investors are worried about heightened volatility in the stock market. We have had several people reach out with three types of concerns: concern around an election without a clear winner (or a candidate not admitting defeat), concern around an election result different than their preference, and concern around general […]
Will you please have a will
Now and then, we all wrestle with the fact that we will not live forever. While most of us find this topic difficult to think about, it will happen to all of us and the circumstances will vary. For some, it will be sudden, while others will have prolonged battles with health issues and may require […]
Updating expected returns
Arguably the most important thing Rockbridge does is forecast what kind of lifestyle families can expect in retirement. We believe our attention to retirement planning, and all aspects of financial planning, separates us from other wealth managers in Syracuse and across the country. The fee-only fiduciary model puts clients first and delivers on things investors […]
An investing lesson found in bank earnings
Last week, the largest U.S. Banks reported earnings. Since then, sellers of news have been scouring the information in an attempt to entertain their viewers and readers with insights into the future of stocks and the economy. Let them, but know the real value to the investors is not in the headline earnings miss, the […]
Assessing market volatility
In the last quarter of 2018, the market was down 20% from previous highs and we had many clients reaching out concerned about declines and high volatility. But when we examined the market’s movements, we found the volatility to be higher than normal but far from extraordinary. Recently, we have gotten similar questions from clients […]
Expected returns: a review of 2019 and looking ahead to the 2020s
Each year large Wall Street firms post their expected returns for the next decade. A year ago, we saw the following forecasts: * Denotes a seven-year forecast The biggest thing that stands out here is the poor performance expected by U.S. Equities. Despite 93 years of annualized returns in excess of 9.5%, the best research […]
