Investment Committee

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Investment Committee Thoughts from Friday 4/27/18

By |2018-05-08T19:39:46+00:00May 8th, 2018|All, Investing, Investment Committee|

Last week, we introduced you to our weekly Investment Committee meetings. When we met for class on 4/27/18, we began our discussion on the subject of an “optimal portfolio.” The centerpiece of investment management is portfolio construction. Alongside financial planning, the manner in which one’s money is invested is critical to meeting one’s financial goals. Before attempting to construct the best portfolio possible, it is important to identify some core beliefs when it comes to investing. There are many, but […]

Investment Committee Thoughts from Friday 4/20/18

By |2018-05-04T15:31:42+00:00May 4th, 2018|All, Investing, Investment Committee|

Introduction People from all across the world look forward to Friday.  Friday marks the end of a (usually long) work week and the start of what is supposed to be a relaxing weekend.  At Rockbridge, we look forward to Friday’s, particularly Friday mornings, for a different reason. Friday mornings have become a tradition, some say a “tradition unlike any other” (not the masters), where great minds (some) sit around our conference room table and discuss the core principles of our […]