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
November 28, 2016
As a financial planner with a young daughter, I want her to learn about personal finance at the same time she learns about other concepts in the world. The question in my mind has always been, "What is the right age?"...
November 23, 2016
There are many things to consider when you are looking to hire a financial advisor, and many people are not sure which questions to ask. This article from Inc.com shares a few items to keep in mind when looking for...
November 9, 2016
Whether you find the election results exciting or shocking, we are now faced with the question, "What's next?" With respect to your investments, here’s a quick reminder of how we feel about that: Ample evidence informs us that it is...
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...