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. (more…)
Risky Business
After a pretty robust recovery in 2009 and 2010, the stock market took a dive in the last two months. The talk of a “double-dip recession” is reaching a fever pitch. (more…)
Fear Returns to the Market – Good for Investors?
First quarter stock market gains were erased during May and June leaving values well below the high water mark reached in the fall of 2007. As the chart shows, large-cap stocks (S&P 500) have lost nearly 10% annually over the past three years. (more…)
Market Analysis
Financial markets continued their winning ways in the first quarter of 2010 marking four consecutive quarters of positive stock market returns. The chart at right shows the impressive performance of small company stocks during the past three months and the fact that all major asset classes had positive returns.
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Is it Time to Convert Your Traditional IRA?
Individuals are permitted to convert their Traditional IRAs (“TIRA”) to Roth IRAs if they meet current income limitations set by the IRS. In 2010 the income limits are removed allowing anyone to convert. I set out to examine when OR if a client should convert their traditional IRA to a Roth IRA.