The 5-year countdown to retirement
While you should think about retirement planning as early as possible, the five years leading up to retirement are critical. If you believe you are 5 years or less away from retirement, now is the time to seriously take a look at your finances and get a plan in place. The New York Times recently […]
The least prepared in decades
A recent headline in the Wall Street Journal declared, “A Generation of Americans Is Entering Old Age the Least Prepared in Decades.” The article starts out by stating, “Americans are reaching retirement age in worse financial shape than the prior generation, for the first time since Harry Truman was president.” It is a familiar story […]
The value of a financial plan
It’s common for investors to feel nervous when looking at investments by themselves. Are you saving enough? Are you saving in the right place? Are you holding the right mix of investments? Should you own individual stocks or funds? Are you paying too much in fees? What are you actually paying in fees? For the […]
Sorting through the market shifts
Yesterday evening, Rockbridge’s own Ethan Gilbert, CFA was featured on our local Spectrum news network. Check out the interview below where Ethan discusses the recent market shifts, how these swings can affect your retirement accounts, and how to protect your accounts from this volatility. Click here to learn more about Ethan!
Ten best financial practices to jump-start your new year
Happy New Year! Now that 2017 is a wrap, one of the best presents you can bestow on yourself and your loved ones is the gift of proper preparation for the rest of the year. Want to get a jump-start on it? Here are 10 financial best practices to energize your wealth management efforts. […]
Unique Planning Opportunities with TIAA Traditional
Teachers Insurance and Annuity Association, better known as TIAA was founded almost 100 years ago (1918). TIAA provides retirement plan solutions for a majority of the higher education institutions in the United States. One type of investment, called the TIAA Traditional Annuity, is a unique fixed income investment option that is available in TIAA 403(b) […]
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 […]
Before You Retire, Make a Leisure Plan with Purpose
We all know the importance of getting your finances in order and creating a financial plan when you are on the brink of retirement. However, creating a “leisure plan” can be just as important to a successful retirement. This recent USA Today article discusses the significance of planning how you may want to spend your […]
Client Care: Beyond Investing
Although our name is Rockbridge Investment Management, there are many services that we provide to our clients beyond managing investments. We wanted to share just a few of these additional skills with our clients. General Questions We are here for you as an ongoing resource for every financial question, big or small. Please ask! Retirement […]