Control Costs: They Matter!
You get what you pay for, right? Actually, when it comes to investing, it’s what you don’t pay for that really counts. Vanguard’s latest ad’s have all revolved around “at-cost” investing for this very reason. Check out the link below where Vanguard explains “at-cost” investing and how it can help investors reach financial success over time. Vanguard’s At-Cost [...]
Home Buying Season – What You Should Know!
At Rockbridge, we take a holistic approach to personal wealth, and home buying is the single biggest transaction most of us will ever make. We have simplified the process through an easy to understand white paper on what to expect when purchasing or refinancing a home. The paper provides valuable information on the major considerations and [...]
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Gambling with Retirement? It’s Time You Take Control!
Over the years there has been a shift of burden in retirement savings from the employer to the employee. The...
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Are You A Casually Competent Investor?
Steven Grey and Advisor Propsectives recently published a stellar article titled “The Myth of the Casually Competent Investor”. Not only...
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Hindsight is 20/20, But the Future is Unpredictable
How many times have you heard someone say, “In 2008 I knew the market was going to crash…” – or...
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Market Madness
During this time of the year office brackets and friendly wagers are seen everywhere, luring in even the faintest...
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Market Commentary- April 2013
Market Commentary Stocks wrapped up a stellar first quarter with the S&P 500 finishing at an all-time high, besting...
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The Million Dollar Question: Pension Lump-Sum or an Annuity?
If you are fortunate enough to have a defined benefits pension plan at work, you may have a very important...
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Part 4: What Opportunities Have I Missed?
The last part of our “Why to Use a Financial Advisor” series involves missed opportunities. Knowing there are unknowns out...
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Part 3: Can’t I Do This Myself?
Believe it or not, the simple answer is, “You can, but most likely you won’t.” Emotions – How do you...
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Tony Farella in USA Today!
The USA Today published an article by our one and only Tony Farella. (Link) The full text version is shown...
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Part 2: I’m in a Life Transition – Now What?
Years go by with casual spending and saving until one day a major life event materializes. It could be a...
