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...
by John R. Augenblick | Apr 1, 2023 | Quarterly Perspective
Appropriate insurance coverage is one of the building blocks of a comprehensive financial plan, but the rising costs of premiums in recent years have been a point of frustration for many. Let’s revisit the role of insurance planning, unpack the reasons for rising...
by John R. Augenblick | Apr 1, 2023 | Quarterly Perspective
Last month, regulators took control of Silicon Valley Bank as a run on the bank unfolded. Two days later, regulators took control of a second lender, Signature Bank. With increasing anxiety, many investors are eyeing their portfolios for exposure to these and other...
by John R. Augenblick | Jan 1, 2023 | Quarterly Perspective
Consolidated Appropriations Act of 2023 On December 29, 2022, President Biden signed the Consolidated Appropriations Act of 2023, an omnibus spending bill that included the long-anticipated retirement planning updates known as SECURE Act 2.0. A “sequel” to the...
by John R. Augenblick | Jan 1, 2023 | Quarterly Perspective
The past 3 years were a good test for the prudence of your investment plan. Think back to December 2019. The economy was humming. Unemployment, interest rates, and inflation were at historically low levels. But then what happened? A global pandemic hit. The S&P...
by John R. Augenblick | Dec 1, 2022 | Quarterly Perspective
Last time investors saw back-to-back losses was late 1950s Some may view fixed income as a safe haven for investors, expecting bonds to rise in value when stocks fall. However, this was not the case in 2022. The tandem decline for equities and fixed income was...
Recent Comments