by John R. Augenblick | Apr 1, 2024 | Quarterly Perspective
The 20-year relative return of US small cap value stocks versus the S&P 500 Index dipped negative recently for the first time in US stock market history. Two decades is a long time for an expected premium not to show up. Outliers on the negative side are never...
by John R. Augenblick | Jan 1, 2024 | Quarterly Perspective
It was a year that defied expectations by many accounts. A number of forecasts predicted that the US economy would enter a recession in 2023 as the Federal Reserve raised interest rates to fight high inflation. But the economy remained resilient, inflation eased, and...
by John R. Augenblick | Oct 1, 2023 | Quarterly Perspective
When you leave your server a tip, do you round it to a whole-dollar amount and often in multiples of $5? Does a 60th birthday seem more significant than a 59th? If you answer yes to these questions, you’re not alone. Most of us prefer round numbers. This preference...
by John R. Augenblick | Oct 1, 2023 | Quarterly Perspective
In today’s fast-paced digital world, investors are more vulnerable than ever to a wide array of financial scams and social engineering tactics. This is something that we think about regularly at Rockwood but have not yet articulated in our newsletter. These pesky...
by John R. Augenblick | Jul 1, 2023 | Quarterly Perspective
Can AI Pick Stocks? Can artificial intelligence help pick stocks? More specifically, can investors use AI to determine the fair price of a stock or a bond? We bet a lot of people right now would say yes, given recent advances that allow for the processing of ever...
by John R. Augenblick | Jul 1, 2023 | Quarterly Perspective
As a client of Rockwood, you know how strongly we believe that a current estate plan is a vital component of comprehensive financial planning. You’ve had these conversations with your advisory team and even taken steps to update and modernize your estate plan. That...
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