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Welcome to the Blue Rock Blog
Implications of An Election Year
Feb 15, 2024
Where we are and have been: It is hard to believe we are in another election year. It feels like this election cycle is presenting the greatest level of uncertainty than ever before, so we wanted to provide insight regarding the largest factors that influence performance. Before we delve into that, we wanted to share the recent and long-term performance...
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401(k) plan
Business Planning
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Cash is Back
Oct 15, 2023
Cash is back and an important asset class to consider as part of your overall financial plan! After more than a decade of record low and near zero interest rates in the aftermath of the 2007-2009 Global Financial Crisis and the COVID-19 Pandemic, monetary policy since March 2022 has shifted dramatically as the Federal Reserve has turned hawkish in a...
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Financial Planning
Investments
Risk Management
Tax Planning
Debt Ceiling Lifted
Jun 15, 2023
There’s been quite a bit of talk about the debt ceiling in the news of late. The federal debt ceiling is the total amount of money the U.S. government is authorized to borrow to meet its existing obligations, such as Social Security Payments, tax refunds, interest on the national debt, and our national defense. Congress had free rein over the...
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Financial Planning
Retirement Planning
Risk Management
Tax Planning
James Whalen Earns CIMA® Certification
May 19, 2023
Blue Rock Financial Group is excited to announce that James Whalen has successfully completed the requirements for the CIMA® certification, Certified Investment Management Analyst® through the Investment & Wealth Institute®. James attended The University of Chicago Booth School of Business to complete the CIMA® certification, which identifies individuals who have met extensive experience and ethical requirements and successfully completed advanced...
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Events
SECURE Act 2.0 Updates That You Need To Know
Feb 15, 2023
There are many things you can avoid in life such as cavities if you brush and floss your teeth. On the other hand, paying taxes is an unavoidable responsibility, yet you can reduce the amount owed by keeping yourself informed of recent tax laws and utilizing the provisions in the tax code. The US House of Representatives passed the Consolidated...
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401(k) plan
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
Making the Most of Your Employer-Provided Benefits
Nov 15, 2022
A significant part of many people’s compensation comes in the form of benefits on top of their salary. Many of these benefits come with options that the employee must select, or the benefits work in conjunction with other financial products that are purchased outside of the workplace. It is important to maximize these benefits and understanding all of the nuances...
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401(k) plan
Financial Planning
Investments
Retirement Planning
Tax Planning
Student Loans, Are We On The Brink Of A Crisis?
Aug 31, 2022
On 08/24/22, the Biden administration announced they are forgiving up to $10,000 in federal student loans for those making less than $125,000 a year for individuals, $250,000 for married couples, and $200,000 for Head of Households. Private Loan holders are not included in the plan. In addition, they extended the pause on student loan payments to 12/31/22. It was set...
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Financial Planning
Retirement Planning
Risk Management
Tax Planning
1031 Exchange Guide: Rules & Benefits
Aug 15, 2022
From the start, a 1031 exchange can sound like a property investor’s dream. Deferring capital gains when you sell an investment property is enticing. However, it’s important to understand all the components of a 1031 exchange to help determine if it’s the best option for you. What is a 1031 exchange? A 1031 exchange is a method of exchanging like-kind...
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Business Planning
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
What is Sustainable Investing
Jun 15, 2022
Environmental, social, and governance, or ESG investing, is a way to build a more ethical portfolio based on your beliefs to make the world a better place. How this is accomplished is to eliminate certain companies or practices from a portfolio (such as oil/energy) and favoring environmentally friendly companies (such as renewable energy/solar). Funds may also underweight companies with a...
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Financial Planning
Investments
Celebrating 10 Years and Beyond
Apr 20, 2022
2022 marks yet another milestone for Blue Rock Financial Group. The firm was born to provide guidance based on a plan, financial planning. Back in 2012, the number of true financial planning firms, especially in Delaware, was very few. Leading with advice, instead of a commission-based product was an emerging way to way to approach the financial services industry. Blue...
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