Rockbridge becomes Upstate NY’s only “Recommended Advisor” by the White Coat Investor
We are happy to announce we have joined 34 other Advisory firms from around the country who are labeled “Best Financial Advisors for Physicians” by the White Coat Investor. Who is the White Coat Investor? Jim Dahle is a practicing emergency physician in Utah. After several bad experiences with financial professionals, he developed a passion […]
Market Commentary: Q3 2021
Stock market returns were mixed in the third quarter. Microsoft, Google and Apple led returns in the domestic large-cap stock market; stocks traded in international developed markets and REITs were also positive. The riskier domestic small-cap and emerging market stocks posted negative results, which dragged a portfolio diversified among all these markets down over 2% […]
NYS tax update: PTET
If you itemize deductions on your federal tax return, you’ll recall that the 2017 tax law changes imposed a $10,000 cap on the amount of state income and property taxes (SALT) that you could deduct on your federal return. For many New York State taxpayers, this greatly reduced their federal itemized deductions and potentially forced them to […]
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 […]
National Grid Resources
Rockbridge and National Grid are both strongly rooted in the Syracuse community. As a result, Rockbridge has a significant number of clients who are employees of National Grid. Through our experience helping current clients, we have developed a level of expertise with National Grid’s benefits program. Discussed below are a few areas in which we’ve […]
The certain uncertainty of tax legislation
Tax planning is all about identifying opportunities that arise because of changes to a person’s tax situation from one year to the next. Many people think they do not need to consider tax planning because the information on their tax return does not change much year-to-year. Since the end of 2017, at least six new […]
Is inflation haunting your financial dreams? Part 2: what we can do about it
In our last piece, we covered the recent uptick in inflation, and what to make of it in historical context. For investors, it’s important to take a step back and look at the big picture before acting on breaking news. But what if inflation does get out of hand, and stays that way for a […]
Is inflation haunting your financial dreams? Part 1: what we know
Has the specter of inflation got you spooked? Recent headlines are filled with sightings. In this two-part series, let’s take a closer look at what to make of all the commentary, and what you can do about it as an investor. First and foremost, we caution against succumbing to fear or panic in the face […]
Protecting what’s yours (after you pass) Part 2: step-by-step estate planning
In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an already stressful time. If you’ve been putting off your estate planning, taking the initial steps can be daunting—but liberating. So, let’s get started today, one […]
Solo 401k- 3 reasons why every business owner should consider one!
For self-employed business owners, you’re responsible for saving for your own retirement. It’s likely that you got a late start at saving and maybe even had to leverage yourself to get your business up and running. SEP IRA? SIMPLE? 401k? Solo 401k…I get it, you are busy running your business and the last thing […]