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 […]
Rockbridge names Chief Executive Officer (CEO)
You may spot the good news in the press sometime soon, but we wanted you to be among the first to hear it, straight from us! Please join us in congratulating Patrick Rohe, CFP® as we name him Chief Executive Officer of Rockbridge Investment Management. Why the change? It’s an opportunity to recognize Patrick for […]
The reward of tuning out 11 years of noise
This recent market downturn has many investors drawing parallels to how they felt during the infamous 2008 financial crisis. The last 11 years have been a roller-coaster ride for investors. Right after seeing market highs in late 2007, investors experienced a nearly 50% market decline of the S&P 500 in 2008. In the following 9 […]
More than just an investment firm
At Rockbridge, we believe that the role of an investment advisor is changing, and investors should be expecting more from their advisors than they have in the past. With options like Vanguard, robo advisors, and all the other investment-only solutions popping up each day, it’s clear that advisors who focus solely on investment management are […]
Market Timing – A Losing Game
The stock market crash of 2008-2009 is a very recent memory for many investors who still bear the scars from the experience. At Rockbridge, we also have prospective clients who walk into our offices saying that they haven’t recovered yet from the financial pain their portfolio endured over those several months. Why? It’s usually a […]
Market Commentary- November 2016
Markets in November The campaign is finally over and Donald Trump won. Markets respond to surprises and this result was one. Tuesday night I, along with many others, anticipated a starkly negative response. Yet, most, but not all, stocks went up and have generally stayed there. Domestic small company stocks and value stocks responded big […]
The Road to Retirement
Managing clients’ financial assets is at the heart of what we do here at Rockbridge. However, having a well thought out investment portfolio will only get you so far if every facet of your financial life is not addressed correctly or on time. Rockbridge is here to help you answer all these tough questions and […]
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 […]
Is Your Smartphone Making You a Not-So-Smart Investor?
In a recent WSJ article, they talk about the how smart phone “investment apps” are causing investors to react to short-term market swings and abandoning their long-term established financial plans. Behavioral economists call this tendency, “myopic loss aversion”- and it can be incredibly costly. Click on the link above to read the full article!
Rockbridge Named a Top 100 Wealth Management Firm by CNBC!
“Rockbridge Investment Management Named a Top 100 Wealth Management Firm by CNBC” SYRACUSE, NY – Rockbridge Investment Management, an independent, fee-only investment management firm serving individuals and families, has recently been named as one of CNBC’s Top 100 Fee-Only Wealth Management Firms. Rockbridge is the only Central New York firm to join the elite list […]