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And Now… A Few Things We Won’t Be Doing As Your Financial Advisor

By |2017-10-18T17:56:58+00:00October 18th, 2017|All, Family Finances, Investing, Retirement|

Any investor who spends even a modest amount of time reading financially-based magazine articles, or occasionally watches or listens to financially-based TV or radio programs, can’t escape all the pronouncements financial advisors make to prospective clients. So, if you are new to Rockbridge, I thought it would be fun to share a few promises with you. Here are five promises of what Rockbridge will not do with clients or prospective clients: Make Short-Term Stock Market Predictions We don’t guess the […]

Here for Good – The Role of Philanthropy in Our Lives and Beyond

By |2017-10-16T21:16:27+00:00October 16th, 2017|All, Family Finances, Retirement|

Philanthropy does not always make the list of critical priorities when planning for the future, a process often dominated by other pressing needs like education and retirement.  Yet for those blessed with some success, and financial resources that exceed what we need to survive, philanthropy can be a way to give back, pay it forward, or just do something good for other people. Philanthropy – Goodwill to fellow members of the human race; the effort or inclination to increase the […]

Avoiding Financial Scams and Identity Theft Slams

By |2017-05-24T20:10:54+00:00May 24th, 2017|All, Family Finances, News|

Young or old, wealthy or poor, online or in person … Nobody is immune from financial scams and identity theft slams. No matter who you are or how well-informed you may be, the bad guys are out there, daily devising new tricks for every fraud we fix. Who Are They? Fraudsters and Thieves Financial fraudsters are after your assets. Identity thieves want to steal your personal information – usually, so they can commit financial fraud by posing as you and […]

The Road to Retirement

By |2016-10-21T13:55:45+00:00October 21st, 2016|All, Family Finances, Retirement|

Managing clients’ financial assets is at the heart of what we do here at Rockbridge.  However, having a well thought out investment portfolio will only get you so far if every facet of your financial life is not addressed correctly or on time.  Rockbridge is here to help you answer all these tough questions and prepare you and your portfolio for all that lies ahead on this road to retirement.   Proper planning allows you to answer these questions and not […]

Cyber Security

By |2016-10-06T13:24:07+00:00October 6th, 2016|All, Family Finances, News|

October is National Cyber Security Awareness Month.  With more and more financial transactions happening online, we wanted to share a very helpful infographic (shown below).  Please be mindful of the personal information you provide online! Infographic by Digital Guardian

Client Care: Beyond Investing

By |2016-07-18T15:30:59+00:00July 18th, 2016|All, Family Finances, Investing|

Although our name is Rockbridge Investment Management, there are many services that we provide to our clients beyond managing investments.   We wanted to share just a few of these additional skills with our clients. General Questions We are here for you as an ongoing resource for every financial question, big or small.  Please ask! Retirement Income Planning Investment management is only part of the retirement picture. We are able to plan for what your retirement will look like by combining […]

Investing and Entertainment: John Oliver’s Take

By |2016-06-23T15:16:13+00:00June 23rd, 2016|All, Family Finances, Investing, News, Retirement|

Thanks in part to our evidence-based approach to investing, we don’t have to eat our words or advice very often. But recently, we discovered that we stand corrected on one point. Fortunately, it’s a point we’re happy to concede: Evidence-based investing doesn’t have to be such a boring subject after all. In his recent “Last Week Tonight” HBO segment on retirement plans, John Oliver showed the world that even the typically eye-rolling conversation on why fiduciary advice matters to your […]

How to Get the Right Financial Adviser

By |2016-06-16T18:39:58+00:00June 16th, 2016|All, Family Finances|

Selecting the right financial adviser is crucial. You want someone who is trustworthy and who will act in your best interest, but they are not as easy to find as you would think. A recent article in the Wall Street Journal provides tips on finding an adviser who is the right match for you. The author of the article, Jason Zweig, explains the importance of research, interviewing, asking the right questions and other forms of due diligence. “Only after you have thoroughly […]

A Simple Guide to Life Insurance

By |2016-06-13T15:42:46+00:00June 13th, 2016|All, Family Finances|

Life insurance is often sold as a “one size fits all” product; it will serve as protection and as an investment account that will grow at an impressive interest rate.  When you take the time to unwind these products, you will often find that the old saying holds true:  “If it seems too good to be true, it probably is.” Like most insurance products, the wording is very confusing and the salespeople are very convincing, which makes it difficult to […]

Should I Google My Retirement Plan?

By |2016-06-01T15:36:03+00:00June 1st, 2016|All, Family Finances, Retirement|

A simple Google search for “retirement plan” or “retirement calculator” will provide thousands upon thousands of results.  The number of websites that promise to provide retirement or financial guidance in a short amount of time are plentiful.  The real question is, are they accurate?   As with anything in life, the devil is in the details.  A comprehensive understanding of your personal situation cannot be done in a 5-minute Twitter level analysis.  It does not make sense to have a cursory […]

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