Welcome to the Blue Rock Blog

Do you know the difference between asset management and financial planning? If yes, can you articulate why both are a necessary part of an overall wealth management strategy? Today we’ll arm you with the basics and some analogies that make it easier to remember, to educate others, and be sure that your wealth management plan encompasses both. Using the analogy...

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As we write this article in the midst of the global Coronavirus pandemic, most of the world is sheltering in place at home. While the long term economic impacts of the pandemic are unknown, our fundamental approach to wealth management has not changed. Rest assured that while you are taking care of your family and your health, we’re focused on ensuring...

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With the recent passing of the CARES Act in response to the COVID-19 virus, we wanted to take the time to bring you a detailed overview of the Act and what this could mean for you! What is the CARES Act? The CARES Act is a 2 trillion-dollar coronavirus economic stimulus bill that President Trump signed into law on March...

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We are in the midst of unrivaled fear and uncertainty. We don’t know when the market is going to recover, what the future of the economy will be like, how healthcare will handle the increased capacity, and when there will be a cure for COVID-19. These times are not normal, and it’s okay to feel overwhelmed or anxious about what...

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Taxes are often thought about as a once-per-year sprint to file by April 15, but taxes play a much bigger role in your life than that. Taxes touch every aspect of your financial plan from how you save to how you invest to how you spend money.  All of your financial decisions have tax consequences, making it important to work...

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On the night of February 20th, Todd and Carter were fortunate to attend ABC Delaware’s Networking Night at Lefty’s Alley and Eats in Lewes, DE. Blue Rock 401k Group is a supporting member of ABC Delaware and has been the #1 sponsor of this event for the last 3 years. As a leading sponsor of ABC Delaware, we aim to...

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Individuals listed in the picture from left to right are as follows: Steve Lex, Congresswoman Lisa Blunt Rochester, Todd Roselle, Howard “Lew” Morrison. Steve is a member of ABC and is Vice President of Pettinaro Construction Inc. Since 2017, Congresswoman Lisa Blunt Rochester has been serving as a U.S. Representative for Delaware’s at-large congressional district. Todd Roselle is an ABC...

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Blue Rock Financial Group hosted the February Todd Talk on February 5th at the Lewes Public Library in Lewes, DE. February’s topic was “SECURE Act: Impact on Taxes and Retirement.” We were joined by Special Guest, Alison Houck, CPA & Managing Partner at Faw Casson. Here are some of the key takeaways from the event. For Retirees Required Minimum Distribution...

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Blue Rock Financial Group hosted the December Todd Talk on December 13th at the Wheelhouse Restaurant in Lewes, DE. December’s topic was “Charitable Giving.” We were joined by Special Guest, Tom Protack, Vice President of Development of Beebe Medical Foundation and Diane Barlow, Gift Planning Officer at Beebe Medical Foundation. During this event, we talked about how closely tax planning...

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Blue Rock Financial Group donated various gifts to this year’s Motorcycle Santa event. Motorcycle Santa is a non-profit organization that gifts essential items to the Ronald McDonald House of Delaware and the Children’s Hospital. Motorcycle Santa is unique. They’re not just a gift-giving organization but an experience to get the community involved to serve those in need. Motorcycle Santa dresses...

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