Golf and Investing
I know this might be hard to imagine for most of us golfers, but which of the following scenarios would you rather choose: 1. Shooting par every time you go out and play a round of golf. 2. Shooting below par 25% of the time you play and failing to reach par the remaining 75% […]
2013 Rockbridge Survey and Company Updates
First and foremost, we would like to thank everyone who participated in our 2013 Client Survey. We are constantly looking for ways to improve our business and services, and we greatly value your feedback. For those of you who didn’t get an opportunity to take the survey, I will summarize the results of each of […]
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 […]
Are You A Financial Expert?
The Financial Industry Regulatory Authority (FINRA) is currently running a study on the financial savviness of the US population. While a majority of people feel they have a good grasp of financial topics, the study shows that is not actually the case. Below are a few of the study highlights: 1 in 5 people are […]
A Dozen Benefits of Financial Planners
Recently, I read a blog article by a Bob Seawright titled, “Financial Advice: A Top Ten List”. The article describes how financial planners provide clients with a far greater benefit than just investment returns. Bob provided an excellent list of ancillary benefits. His list is spot-on and a worthy read by anyone considering a financial […]
Control Costs: They Matter!
You get what you pay for, right? Actually, when it comes to investing, it’s what you don’t pay for that really counts. Vanguard’s latest ad’s have all revolved around “at-cost” investing for this very reason. Check out the link below where Vanguard explains “at-cost” investing and how it can help investors reach financial success over time. Vanguard’s At-Cost […]
Home Buying Season – What You Should Know!
At Rockbridge, we take a holistic approach to personal wealth, and home buying is the single biggest transaction most of us will ever make. We have simplified the process through an easy to understand white paper on what to expect when purchasing or refinancing a home. The paper provides valuable information on the major considerations and […]
Gambling with Retirement? It’s Time You Take Control!
Over the years there has been a shift of burden in retirement savings from the employer to the employee. The era of company pension plans is fading, leaving Americans on their own to save for retirement; primarily through company-sponsored 401(k) plans. Frontline recently aired The Retirement Gamble, where it highlights some of the downfalls of […]
Are You A Casually Competent Investor?
Steven Grey and Advisor Propsectives recently published a stellar article titled “The Myth of the Casually Competent Investor”. Not only was he spot on with his analysis, he gave some great analogies about how everyone considers themselves qualified to beat the market. A small snippet of the article shows two great examples of how silly […]
Market Madness
During this time of the year office brackets and friendly wagers are seen everywhere, luring in even the faintest of sports fans. This epidemic, also known as March Madness, has gotten ahold of everybody and is the craze of the nation for almost a full month! So besides edge of your seat excitement filled games, […]