Six financial best practices for year-end 2020
Has 2020 left you feeling like the fabled Sisyphus, forever pushing a boulder up a steep hill? Thankfully, with multiple COVID-19 vaccines in the works, there’s hope the load will lighten in the new year, fast approaching. While we prepare for a fresh start, here are six financial best practices for year-end 2020 and beyond, […]
Rockbridge 2020 election preview
With the general election one week away, many Americans and capital markets are awaiting the results. In this piece, we will go over expectations heading into the election and possible market reactions based off those outcomes. Before we dive in, it’s important to remember current market prices reflect all known information and expectations. And while […]
Presidential election reflection
Here’s an interesting puzzle: Why do we cringe at the sight or sound of breaking glass, but we salivate over breaking news? In the run-up to the U.S. presidential election, you’ve probably been hit by enough breaking news to propel you well into 2021. Predictions abound on who will prevail, and what will happen to […]
Market commentary: Q3 2020
Stock Markets Stocks continued to come back from their sharp declines earlier in the year. Over the September quarter, stocks are up across the board – Domestic Large-Cap stocks and Emerging Markets are up 9%. Since December 31st, a diversified global portfolio is off 8% year-to-date excluding the Domestic Large- Cap market, which is driven […]
Historical stock market volatility around elections
With the general election approaching, many investors are worried about heightened volatility in the stock market. We have had several people reach out with three types of concerns: concern around an election without a clear winner (or a candidate not admitting defeat), concern around an election result different than their preference, and concern around general […]
Eight best/worst investment strategies during the coronavirus
The utility of living consists not in the length of days, but in the use of time. — Michel de Montaigne For better or worse, many of us have had more time than usual to engage in new or different pursuits in 2020. Even if you’re as busy as ever, you may well be revisiting […]
It doesn’t take a genius to be a good investor
It doesn’t take a genius to be a good investor And geniuses often aren’t. This summer marked the 300th anniversary of the South Sea Bubble when Britain’s South Sea Company went from £128/share in January of 1720 to over £1,000 by August, and then crashed to £124 by the end of the year. The most […]
Will you please have a will
Now and then, we all wrestle with the fact that we will not live forever. While most of us find this topic difficult to think about, it will happen to all of us and the circumstances will vary. For some, it will be sudden, while others will have prolonged battles with health issues and may require […]
Is the stock market overvalued?
Many of our clients have been asking why the stock market has recovered so much in the last two months while the economy is shrinking, and unemployment is hitting record highs. Implied in the question is whether the stock market is “overvalued” and will drop in the near future. The stock market may drop in […]
Paycheck protection flexibility act
The Senate just approved the Paycheck Protection Program Flexibility Act. The Bill, which was passed by the House on May 28th, will ease many of the restrictions on how businesses must use PPP funds in order to have their loan forgiven. In addition to extending the deadline to apply for a PPP loan from June 30th […]