The New York Times recently published an article about the various ways people are using the web for retirement planning. More and more companies are trying to find solutions to help people with less than $500k in assets manage money in a similar fashion to large pension funds.
At Rockbridge, we have cost effectively been doing this for 20 years, with real service, and not just software. We are also able to provide judgment and credibility that the online platforms are still lacking. With financial decisions, a face-to-face personal interaction cannot be overlooked!
Other articles filed under Retirement
October 24, 2016
Stock Markets It was a pretty good quarter for stocks, with the riskier small-cap and emerging market stocks leading the way. REIT’s gave back some of their robust returns of prior periods. The year-to-date numbers for stocks are solid as...
October 21, 2016
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...
October 19, 2016
Once Upon a Time... When we started an investment advisory firm in 1991, it seemed obvious to Bob Ryan and me that structuring portfolios by focusing on asset allocation was superior to the stock picking culture of the day. The...
October 17, 2016
With less than a month to go before the Presidential election, many clients and friends have asked me how the markets will respond to the voters’ choice. While there will be no shortage of prognostications in the media, investors would...
October 6, 2016
October is National Cyber Security Awareness Month. With more and more financial transactions happening online, we wanted to share a very helpful infographic (shown below). Please be mindful of the personal information you provide online! Infographic by Digital Guardian