Rockbridge Company Update 2015
This is a perfect time of year to reflect on 2014 and look ahead to 2015. Personally, the favorite part of my job is meeting with clients and prospective clients. Lucky for me, last year I had the most client meetings ever as an advisor. I’ve had the opportunity to build relationships with a very […]
A Changing Landscape
A subtle change is occurring in the investing world that we, at Rockbridge, have been noticing for some time. In fact, I am happy to see the trend accelerate. Investors are utilizing an increasing amount of market-tracking funds and ETFs, rather than using active management. Active management is the process of trying to outperform the […]
Market Commentary January 2015
Stock Markets The accompanying chart shows domestic stocks up and international stocks down over the past quarter and one-year periods. Real estate investment trusts (REITs) were up substantially in these same periods. The largest U.S. companies have been especially strong recently and, because these are the stocks followed by the mainstream media, we have the […]
It’s A Girl! And I Need More Life Insurance…
My wife Amanda and I welcomed a baby girl (Norah Marie Wells) into the world on December 17th. As a planner by both nature and profession, I wanted to make sure we had all of our ducks in a row prior to her arrival. One of my top concerns was purchasing additional life insurance and […]
