Market Commentary – January 2017

Stock Markets While markets were down early in the quarter, most, but not all, have bounced back since the Election with small company stocks and value stocks leading the way.  Stocks traded in international markets and emerging markets have not fared as well in this period, reflecting a strengthening of the dollar. This means a […]

Interest Rates Are On The Rise – What Should I Do About Bonds Now?

There is much talk and concern about increasing interest rates, which will not be good for bond performance.  Below are responses to some of the specific questions we have received from clients. Q:  Why have interest rates increased since the election? A:  Many of the ideas put forth by President-elect Trump are perceived to be […]

What’s Happening At Rockbridge

In 2016, Rockbridge welcomed 145 new families to our community of clients.  We ended the year helping clients manage $552 million of investment assets.  This represents an increase of 12.4% over last year.  We continue to evaluate our staffing to provide the high level of service that our clients have come to expect from our […]