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Investments

Dimensional Funds in the Media: The Active-Passive Powerhouse

Submitted by Rock House Financial on November 30th, 2016

 

This Wall Street Journal article offers an in-depth look at Dimensional, explaining that the firm "isn't strictly an active or passive investor. It's both."  Click the link below to access a pdf copy of the article, no WSJ subscription is necessary.

 

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Mind Over Money

Submitted by Rock House Financial on November 11th, 2016

 

Emotion often drives our financial decisions, even when logic should.

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  • Finance
  • Investments
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Do Our Biases Inhibit Our Retirement Savings Efforts?

Submitted by Rock House Financial on September 15th, 2016

 

They may affect our attempts to build wealth.

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  • Investments
  • Planning
  • Retirement
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Back to School

Submitted by Rock House Financial on September 1st, 2016

 

With school back in session in most of the country, many parents are likely thinking about how best to prepare for their children's future college expenses.  Education Planning is a complex issue.  A disciplined approach to saving and investing can help remove some of the uncertainty from the planning process.

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  • Education
  • Investments
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Saving Early & Letting Time Work for You

Submitted by Rock House Financial on August 30th, 2016

The earlier you start pursuing financial goals, the better your outcome may be.

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  • Finance
  • Investments
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The Rise of the Fee-Based Financial Professional

Submitted by Rock House Financial on August 16th, 2016

 

A huge shift is underway, with the client in mind.

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  • Fees
  • Investments
  • Planning
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Quarterly Economic Review - First Quarter 2016

Submitted by Rock House Financial on April 28th, 2016

 

Executive Summary

The first quarter of 2016 was somewhat of a roller coaster. The first few weeks of the year started with a sharp downturn in equity markets which had many people worried about potential recessions and a repeat of 2008. Now, a few months later, those fears seem to have been somewhat unfounded as the stock market has completely rebounded and turned positive for the year. Volatility in markets can be unsettling for many investors, but as with everything, it is always important to understand the fundamentals and what is behind the movements.

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  • Investments
  • Quarterly Economic Review
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Tell Your Beneficiaries About Your Accounts and Policies

Submitted by Rock House Financial on April 27th, 2016

Let them know how they will receive retirement assets and insurance benefits.

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  • Investments
  • Planning
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Weekly Market Commentary - 3/8/2016

Submitted by Rock House Financial on March 8th, 2016

 

When Mark Twain’s death was reported in the United States, he was alive and well in London. He responded to news accounts with a note saying, “The report of my death was an exaggeration.”

Last week’s jobs data suggest the same is true of reports that a recession is imminent in the United States. Barron’s explained:

“Thank goodness the mid-February fears of recession that brought markets to their knees – and the 10-year Treasury yield to a low of 1.53 percent – were overblown. Friday’s nonfarm payrolls report was the latest confirmation. It showed that 242,000 jobs were created last month, far more than expected and up from the previous month’s reading, which was itself revised higher.”

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  • Investments
  • Weekly Market Commentary
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Pursuing a Better Investment Experience

Submitted by Rock House Financial on March 3rd, 2016

 

Bob Aamodt, founder and owner of Rock House Financial discusses ten tips for having a better investment experience.

 

 

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