Quarterly Perspective

Wealth Management News

A Balanced View of the 60/40 Portfolio

Date: 02/08/2023

Focus not solely on where returns have been but also on where they could be going....

A Reset for Crypto and FAANG Stocks

Date: 02/08/2023

If the market decline of 2022 taught investors anything, it’s that what goes up might also come down....

Silver Linings for Battered Bonds

Date: 02/07/2023

Some may view fixed income as a safe haven for investors, expecting bonds to rise in value when stocks fall....

Market Review 2022

Date: 01/07/2023

It was an up-and-down year for markets—in the end, one with more down than up....

Federal Gifting & Estate Taxes

Date: 10/25/2022

The Elephant in the Distance, we all know the expression that there are only two certainties in life, death and taxes......

FAANGs Gone Value

Date: 10/24/2022

That’s right, Russell reclassified Meta (formerly Facebook, the “F” in FAANG) and Netflix (the “N”) from growth to value....

Minestrone Soup and Bear Markets

Date: 07/21/2022

The recent crescendo of noisy nonsense reminds us that it’s the right time to revisit the most crucial tenets of behavioral finance...

A Closer Look at Market Corrections

Date: 04/04/2022

What Constitutes a Market Dip? You have likely read about various return thresholds with accompanying labels. A return of -5% from a previous high is ...

Those Who Could Stay in the Market Were Rewarded

Date: 01/21/2022

“Rather than having to guess what will happen to whom and when, I choose a different path. I invest in the market.”...

Rockwood Wealth Management - 2021 Newsletters

4th Quarter Newsletter - The Next Bear Market

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3rd Quarter Newsletter - False Negatives and False Positives

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2nd Quarter Newsletter - Are There Still Any Market Timers Out There?

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1st Quarter Newsletter - Market Review 2020: Looking Back on an Unprecedented Year

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