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 […]
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: […]
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 […]
Road to Rockbridge
Our Rockbridge team is continuing to grow, and as a new member, I would like to take a moment to introduce myself. My name is Lisa Cellucci. I was born, raised, and educated right here in Syracuse. Even as a little girl, I always loved math and numbers. But maybe even more than math and […]
You, Your Financial Well-Bring and the Federal Reserve
It’s been nearly a decade in the making, but time has finally come: On December 16, 2015, the U.S. Federal Reserve (the Fed) raised the federal funds rate by 0.25 percent. In and of itself, it’s a small move. But it’s being reported as “a historic moment,” since it’s the first federal funds rate increase […]
Surprising New Changes To Social Security
Recently, Congress included surprising Social Security rule changes in the 2016 budget legislation. The bill has now become law and the updated rules will become permanent over a phase-in time period. We wanted to reach out to all of our clients to help better explain what you may be hearing in the news and describe […]
A Look Into The Recent Social Security Changes
Last week, Congress passed their “Bipartisan Budget Act of 2015.” Among the typical budgetary items, there are a few alterations that will impact the Social Security benefit filing system. Anyone who turns 62 in 2016 or later will no longer be able to take advantage of the “file-and-suspend” strategy for the purpose of receiving spousal […]