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Market Commentary – April 2019

By |2019-08-30T13:11:00+00:00April 24th, 2019|All, Investing, News|

Stock Markets Stocks rebounded nicely. Tech stocks (FANGs – Facebook, Amazon, Netflix, Google) after leading the way down in last year’s fourth quarter (off 22%) led stocks back up (up 23%). A global stock portfolio earned about 12% this quarter and domestic stocks continued in the forefront. Looking past this quarter, non-domestic markets have fallen short of domestic market returns.  There is no reason to think this pattern will continue. Stock markets seemed to have calmed a bit, and some […]

Long-Term Disability Considerations

By |2019-04-22T19:30:44+00:00April 22nd, 2019|All, Family Finances|

Many of us are familiar with insurance for your home, auto and life, but the reality is – we don’t often know our specific coverages until we need to make a claim.  Insurance has become so specific it’s worthwhile to contact you carrier and become more familiar with exactly what your policy is going to cover in a time of need. In our society, there is insurance for your pet’s medical bills, canceled vacations, or a defective home appliance. If […]

Where Is The Value?

By |2019-04-19T15:13:31+00:00April 19th, 2019|All, Investing|

It’s no secret that since the Financial Crisis value stocks have underperformed growth stocks.   Many theories exist as to why this has happened, none of which can be confirmed as truth.  This begs the question “what does this last decade of value underperformance mean?”  The answer, truthfully, is that it means nothing. For starters, value stocks have outperformed growth stocks over long periods of time.   Because of this, we have a mix of value and growth stocks in our portfolios, […]

Life Events to Consider

By |2019-04-17T19:45:14+00:00April 17th, 2019|All, Family Finances, Retirement|

If you’re like most people, you know that planning to achieve your financial goals involves more than just budgeting and saving for retirement. You’ve undoubtedly received financial advice, solicited or otherwise, from some combination of family, friends, coworkers, or even just from the myriad financial planning advertisements on TV and online. With all of this information out there, it’s no wonder that there’s more than a little confusion as to what financial planning is all about. At Rockbridge, we view […]

New York State Office of Unclaimed Funds

By |2019-02-08T19:59:48+00:00February 8th, 2019|All, Family Finances, News|

Over the summer, we had a client ask if there was a place to look for existing accounts or funds they or family members may have accumulated and forgotten about over the years. That sparked Julie’s memory of the New York State Office of Unclaimed Funds (https://ouf.osc.state.ny.us/ouf/?wicket-crypt=8AxvNk1VlCk). You may have noticed the Office puts a kiosk at the NYS Fair every year. Run by the NY State Comptroller’s Office, the Office of Unclaimed Funds serves as custodian of more than […]

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