Rockbridge Institutional – April 2025 Market Review

Market Review Here are recent returns from several market indices: Note especially the difference in returns among the various indices this past month and year to date. Also, note the generally positive results over longer periods. Stocks Domestic stock prices were volatile throughout April. After starting the month down significantly, stocks have bounced back recently […]

Politics and Your Portfolio: Why Diversification is Your Best Defense

Politics and Your Portfolio: Why Diversification is Your Best Defense

In the wake of U.S. elections, emotions often run high — especially when it comes to how political outcomes might affect financial markets. Financial Planning magazine asked 320 advisors “how will the US election outcome influence your retirement plan?” A staggering 90% anticipated a negative impact on their clients’ portfolios. This survey was from 2016, […]