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 prepare you and your portfolio for all that lies ahead on this road to retirement.
Proper planning allows you to answer these questions and not miss any needed exits along the way. Rockbridge is here, as your financial PARTNER, ensuring you a smooth journey down “life’s road” well beyond your exit for retirement!
Other articles filed under Family Finances
August 16, 2018
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...
August 6, 2018
It’s simple. Don’t. A common question we receive is “how do I prepare for the inevitable stock correction?” There are two answers to this question: the one you want to hear (which is wrong), and the one you don’t want...
July 24, 2018
Stock Markets Returns from various stock market indices over several periods ending June 30, 2018 are shown to the right. Here are a few highlights: Domestic stocks continue to lead the way. REITs were up nicely for the quarter, but...
July 18, 2018
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...
May 8, 2018
Last week, we introduced you to our weekly Investment Committee meetings. When we met for class on 4/27/18, we began our discussion on the subject of an "optimal portfolio." The centerpiece of investment management is portfolio construction. Alongside financial planning,...