A Decade Lost?

The holiday season is a great time to see friends of old who are back in town and catch up with family you don’t get to see as often as you would like.  While getting caught up on each other’s lives, and amidst the small talk, most people these days bring up their dissatisfaction with […]

Lessons From 2011

ONE– Stock market returns are seldom what we expect. The S&P 500 index was up 2% for the year, after being up 8% at the end of April and down 12% at the beginning of October.  Large stocks did better (Dow up 7%); small stocks did worse (Russell 2000 down 4%); and international stocks did […]

Market Analysis

Equity Markets Equity markets finished the third quarter with a very strong performance in September, bringing all major categories into positive territory for the year to date (YTD). 

A Look at the Future

As we venture into 2010 and beyond, I would like to share some information about our firm, Rockbridge Investment Management.  We have a clear vision for why we exist as a firm.  While our vision guides what we do on a daily basis, it is important to know where we stand today and set goals […]