Rockbridge News
We would like to welcome Ed Barno and Ed Petronio from Salt City Financial Planning. Effective January 2015, after working collaboratively for more than a year, Salt City’s practice was merged into Rockbridge Investment Management. We are excited to have them as part of our team and offer a hearty welcome to the former Salt […]
Increasing Portfolio Returns Through Asset Location Strategies
Ben Franklin once wrote “nothing in this world is certain except death and taxes” and as wealth managers we must help our clients manage investments in light of these certainties. Neither can be avoided, but steps can be taken to help minimize their effect on wealth levels. One way is through the use of asset […]
What Are You Really Worth? Maybe You Can Take More Risk Than You Thought!
When people think seriously about retirement, they often wonder if their savings are going to be sufficient to support their lifestyle in retirement. Few people are able to rely on pensions, and most young people assume Social Security may help their parents, but will be of no value to them. Obviously some things need to […]
Market Commentary July 2015
Stock Markets Except for shares of Real Estate Investment Trusts (REITs), which were down more than 10%, equity markets were about flat for the quarter. Results over various periods ending June 30, 2015 are shown in the chart at right. Ten-year returns are generally consistent with what can be expected over the long run. The […]
