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 […]
What You Need To Know Before Hiring A Financial Advisor
There are many things to consider when you are looking to hire a financial advisor, and many people are not sure which questions to ask. This article from Inc.com shares a few items to keep in mind when looking for someone to manage your money. It is important to look for terms such as “certified […]
Client Care: Beyond Investing
Although our name is Rockbridge Investment Management, there are many services that we provide to our clients beyond managing investments. We wanted to share just a few of these additional skills with our clients. General Questions We are here for you as an ongoing resource for every financial question, big or small. Please ask! Retirement […]
Introducing Kevin Sullivan
Rockbridge is pleased to announce that Kevin R. Sullivan joined the firm in April after spending 25+ years in the trust & investment management divisions of local banks. Kevin is a graduate of St. John Fisher College and brings to Rockbridge experience with trust and estate planning issues, portfolio management and business development for both personal, trust […]
Investing and Entertainment: John Oliver’s Take
Thanks in part to our evidence-based approach to investing, we don’t have to eat our words or advice very often. But recently, we discovered that we stand corrected on one point. Fortunately, it’s a point we’re happy to concede: Evidence-based investing doesn’t have to be such a boring subject after all. In his recent “Last […]
How to Get the Right Financial Adviser
Selecting the right financial adviser is crucial. You want someone who is trustworthy and who will act in your best interest, but they are not as easy to find as you would think. A recent article in the Wall Street Journal provides tips on finding an adviser who is the right match for you. The author of […]
Should I Google My Retirement Plan?
A simple Google search for “retirement plan” or “retirement calculator” will provide thousands upon thousands of results. The number of websites that promise to provide retirement or financial guidance in a short amount of time are plentiful. The real question is, are they accurate? As with anything in life, the devil is in the details. […]
Are There Better Options Than the Lockheed Martin Target Date Funds?
The default investment option for the Lockheed Martin Salaried Savings Plan (SSP) and the Capital Accumulation Plan (CAP) is the managed Target Date funds. A Target Date fund is designed to capture the entire investment market in a single fund. In addition, as you approach retirement, the Target Date fund becomes less and less risky. […]
Lockheed Martin MST Voluntary Layoff Program
Lockheed Martin MST recently announced the upcoming Voluntary Layoff Program with the goal of reducing the divisional workforce by 1,500 employees. If you are considering retirement and are eligible for the Voluntary Layoff Program, it may make sense to deeply consider the options. As with all retirement and transition decisions, there are two main components: […]
