Tax diversification of accounts in retirement
For nearly all investors, the importance of asset allocation and security diversification cannot be overlooked. Diversification can mean different things to investors, but the concept is pretty well understood – hold several different types of investments and you will be better served than those who are concentrated in one stock or in one narrow investment […]
Bodexpress at the preakness, hero to this index fund user
If you watched the Preakness Stakes, you and about 90% of all viewers were fixated on the horse named Bodexpress that threw his jockey right out of the gate and ran the entire race without him. It was an amazing feat. That’s right – no jockey steering him and whipping him with a crop around […]
Long-term disability considerations
Many of us are familiar with insurance for your home, auto and life, but the reality is – we don’t often know our specific coverages until we need to make a claim. Insurance has become so specific it’s worthwhile to contact you carrier and become more familiar with exactly what your policy is going to […]
Invest like you’re driving, drive like you’re investing
I’ve been watching people drive all my life. I’ve been an individual investor and an investment advisor guiding clients for more than half of my adult life. I’m a curious soul and during a recent trip from Syracuse to Atlanta, I had quite a bit of time to watch and observe the behaviors of all […]
Understanding your heirs and knowing your beneficiaries
Estate planning has often had an air of mystery to some people. The terms used and bantered about by lawyers or planning professionals are not words we use in everyday conversations. Do you have heirs? Answer: No you don’t – it is a trick question. If you are reading this article, it’s presumed you are […]
And now… A few things we won’t be doing as your financial advisor
Any investor who spends even a modest amount of time reading financially-based magazine articles, or occasionally watches or listens to financially-based TV or radio programs, can’t escape all the pronouncements financial advisors make to prospective clients. So, if you are new to Rockbridge, I thought it would be fun to share a few promises with […]