Investing is for Optimists
“we are becoming healthier, cleaner, smarter, kinder, happier, and more peaceful”
Tales from the Tax Prep Front Lines
Tax preparation gives interesting insight about personal financial situations. Here are some examples. Last year an elderly lady brought her tax documents to the AARP Volunteer Tax Service for preparation. Her 1099s, etc. were not well organized, but appeared to be adequate. She, herself, was a little disorganized, and not entirely comfortable with what she [...]
Dimensional Fund Advisors (DFA) in the New York Times
Ron Lieber, of the New York Times, profiles Dimensional Fund Advisors in a recent article. The funds offered by DFA are only available to investors through approved fee only investment advisors. We recommend DFA funds in many of our client’s portfolios. You can find the article here: Your Money: Finding Success, Passionate Followers in Tow [...]
Fixed Income Risk in Your Portfolio
With interest rates near historical lows, some investors may be anxious about a possible rate climb and its potential impact on their fixed income investments.
Following a Fiduciary Standard of Care
Meeting new people or reconnecting with acquaintances often leads to the question of where I’m working these days. I reply, “I work for Rockbridge Investment Management, which is a ‘Registered Investment Advisor’ (RIA).” With that response I usually get a nod and a change of subjects.
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