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Welcome to the Blue Rock Blog
The PACT Act And Your VA Benefits
Aug 23, 2022
On August 2, 2022, Congress passed the PACT Act and on August 10th this important legislation was signed into law by The President. The Promise to Address Comprehensive Toxics (PACT Act) expands VA health care and benefits for Veterans exposed to burn pits and other toxic substances. This law will help generations of Veterans from Operation Desert Storm up to today and...
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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
Origin of Stocks & Bonds (& Why Prices Behave The Way They Do)
Jul 15, 2022
The origination of stocks and bonds comes from a company’s desire to grow. This desire to grow is constrained by a company’s cost of capital. Or The cost of obtaining money through issuing debt (bonds) or equity (stocks). This is the rate of return that a company pays to investors who supply them money to grow. Internally, a company optimizes...
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Investments
Considerations As We Enter a Bear Market
Jun 17, 2022
The S&P 500 officially entered a Bear Market this week. What is a Bear Market? It is when the stock market falls by 20% from its peak. The path of interest rates, inflation surprises, the war in Ukraine, and overall economic sentiment are causing uncertainty to run rampant in the market. When markets shift, particularly when they drop quickly, it’s...
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Financial Planning
Investments
Retirement Planning
Risk Management
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
Five Methods of Withdraw from Your Retirement Accounts to Avoid
May 16, 2022
You’ve saved for the last 40 years and are thinking about retirement. Now what? Retirement is a monumental pivot in your financial journey. Prior to retirement, your goals were to accumulate as much wealth, in the right accounts as possible. Your discipline and consistency have paid off. Your job now? Create your own paycheck to last your entire life. The...
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Why F.I.R.E May Be The Spark You Need
Apr 15, 2022
Typically, a financial plan is built around working until the age of 65 and then retiring. Though for many individuals, retiring sooner or at least having the option to retire earlier sounds much more enticing. The F.I.R.E opens the door to access financial independence sooner. What is F.I.R.E F.I.R.E stands for financial independence, retire early. It’s a lifestyle movement for...
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Financial Planning
Retirement Planning
Do You Prefer Health Care or Sick Care? The Same Can Be Said For Your Wealth
Apr 4, 2022
We prefer preventative measures in both categories, health, and wealth. You’ve heard the term, Health Care, but in many respects, our system is geared toward those who are sick, therefore providing Sick Care. While this piece is more geared to wealth than health, the same principles apply. Proactive Wealth Management and Planning offer the same benefits as true Health Care....
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401(k) plan
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
Pension Versus Lump Sum
Mar 15, 2022
How do you choose – pension or lump sum? Pension payment options are guaranteed for your life, and you don’t have to worry about outliving the money. Lump sum option requires you to take the money, roll it over into an IRA, invest it, and generate cash flows by taking systematic withdraws throughout your life. As a retiree eligible for...
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Financial Planning
Retirement Planning
Blue Rock Financial Group Welcomes Two New Members to The Team
Mar 14, 2022
Blue Rock Financial Group has announced the hiring of Theo Dressler, CFP®, as Financial Advisor and Client Relationship Manager, and Dawn Mitchell as Client Service Representative. Both individuals bring a wealth of experience to the company with strong backgrounds in the financial industry. Prior to joining Blue Rock, Dressler served in the Air Force, Air National Guard, and Air Force...
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