Market Indifference: How Presidential Elections Impact Your Portfolio
With the 2024 presidential election coming up, many investors wonder how the outcome could affect their investment portfolios. Historically, there has been a perception that Republican presidents are better for the stock market, while Democratic presidents are better for the bond market. However, statistics shows that the market responds indifferently to which party wins the […]
Rockbridge Institutional – October 2022 Market Review
MARKET COMMENTARY Stocks Except for emerging markets, stocks were up in October. Domestic markets led the way – large cap (S&P 500) up 9%; small cap (Russell 2000) up 11%. International developed markets (EAFE Index) were up 5%, while emerging markets (MSCI Index) were off 3% due to sharply negative results in China. While uncertainty […]
Six Ways a Recession Resembles a Bad Mood
There’s been a lot of talk about recessions lately: Whether one is near, far, or perhaps already here. Whether we can or should try to avoid it. What it even means to be in a recession, and how it’s related to current market turmoil. To put market and recessionary concerns in perspective, it might help […]
Tuning out the noise
The markets have seen several ups and downs over the years, but remember – Volatility is normal. At Rockbridge, we believe financial advisors play a vital role in helping you understand what you can control while providing expertise, perspective and encouragement to keep you focused on your long-term goal. We are here to help you […]
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!
Market Commentary July 2012
Equity markets had a rough second quarter. For the period ending June 30, 2012 the S&P 500 index (large stocks) was down 2.8%, the Russell 2000 index (small stocks) was down 3.5%, and the MSCI EAFE index (international stocks) was down 6.9%. The international index might have seen a double-digit decline were it not for […]