Recent Articles
Market Review 2023: A year that many speculated would be lackluster for US stocks saw the S&P 500 post gains of 26.3% on a total-return basis.
Perspective on Premiums: Many investors review results by calendar year and consider 10-year periods when evaluating long-term returns.
Money Matters: Spotting and Stopping Financial Scams: In today’s fast-paced digital world, investors are more vulnerable than ever…
Why the Wisdom of the Market Beats AI: Can investors use AI to determine the fair price of a stock or a bond?
Where There’s a Will, There’s a Way: A current estate plan is a vital component of comprehensive financial planning…
Great Insurance Hike: Balancing Protection & Price in Today’s Market: Appropriate insurance coverage is one of the building blocks of a comprehensive financial plan, but …
When Headlines Worry You, Bank on Investment Principles: Rather than rummaging through your portfolio looking for trouble when headlines have you worrying…
SECURE Act 2.0: On December 29, 2022, President Biden signed the Consolidated Appropriations Act of 2023 …
This Has Been a Test: Think back to December 2019. The economy was humming. Unemployment, interest rates, and inflation were at …
A Balanced View of the 60/40 Portfolio: Focus not solely on where returns have been but also on where they could be going….
A Reset for Crypto and FAANG Stocks: If the market decline of 2022 taught investors anything, it’s that what goes up might also come down….
Three Questions You Should Never Ask an Advisor
Disclaimer
Rockwood Wealth Management, LLC (RWM), a Pennsylvania limited liability company, is a fee‐only wealth advisory firm specializing in personal financial planning and investment management. Rockwood Wealth Management, LLC, is a US Securities and Exchange Commission (SEC) Registered Investment Advisor. A copy of RWM’s Form ADV‐Part II is provided to all clients and prospective clients and is available for review by contacting the firm. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. Past performance is not a guarantee of future results.