Rocbridge Investment Management

Financial Common SenseSM
The source for fee-only investment news, tips & strategies for long-term success.

19
April

The Folly of Active Management and TV Gurus

By Patrick Rohe · One Comment(s)

Last year I wrote an article about where to invest in 2010 and took that opportunity to remind investors not to fall into the excitement of active management and stock trading.  Instead I cautioned them to focus on what you can control, like investment cost, risk, and asset allocation and to ignore the rest.  So [...]

14
April

Walmart Vs. Gold – How Will Investors be Rewarded?

By Craig Buckhout · No Comment(s)

Capital Market Recap Investors experienced positive returns in virtually every asset class during the first quarter of 2011.  Small U.S. stocks led the way with returns exceeding 8%.  Emerging international markets were in negative territory for most of the quarter but ended in the black.  Large company stocks around the world managed to shrug off [...]

18
January

Three Reasons to Ignore Market Performance

By Craig Buckhout · No Comment(s)

Capital Market Recap Equity markets finished the year with a flourish. 

13
October

Market Analysis

By Craig Buckhout · No Comment(s)

Equity Markets Equity markets finished the third quarter with a very strong performance in September, bringing all major categories into positive territory for the year to date (YTD). 

14
September

Our Fiduciary Responsibility: Avoiding “It’s Bad and Getting Worse” Mentality

By Craig Buckhout · No Comment(s)

Experienced investors have heard this before. It is a headline used many times over the last 60 years.  Fear sells.  So the media sells high unemployment, potential deflation, and pending economic gloom.  Some in the investment community join in the chorus, but fiduciary advisors have a responsibility to muffle the noise and help investors take [...]