DOWNLOAD FULL NEWSLETTER 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...
DOWNLOAD FULL NEWSLETTER 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...
DOWNLOAD FULL NEWSLETTER 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...
DOWNLOAD FULL NEWSLETTER 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...
DOWNLOAD FULL NEWSLETTER 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...
DOWNLOAD FULL NEWSLETTER 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...
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