Welcome to the Blue Rock Blog

Last week marked a milestone as we celebrated over a decade of collaboration with Retirement Plan Advisory Group (RPAG) at their National Conference, nestled in the picturesque Ritz-Carlton Laguna Niguel in Southern California. Renowned for its core competency as an unbiased third party in retirement plan management, RPAG has been our steadfast partner in fostering innovation and growth. This event...

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Over the last 5 years the excitement of investing in Real Estate has returned to the levels of the early 2000s. Property values have been soaring and people are getting Real Estate Rich once again. Now, with interest rates rising and property prices staying high, what should you consider if you want to get in? Is it too late? What...

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This quarter, our team gathering was an exhilarating mix of business acumen, personal growth, and, yes, a whole lot of water! If you haven’t considered white water rafting as a team-building activity, it’s high time you add it to your list. Navigating the wild rapids was not just an adrenaline rush; it was a metaphorical journey that taught us invaluable...

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The age-old question of whether to buy a car in your business’s name or personally, and then get reimbursed by the mile, has baffled many entrepreneurs. With tax implications and financial considerations in mind, let’s delve into the pros and cons of these options and unveil some key factors to guide your decision-making process.  Do You Truly Need a Car?...

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In June, the Dewey Beach Championship 2023 was nothing short of extraordinary! A heartfelt thank you goes out to all the athletes, sponsors, and volunteers who came together to make “A Fitness Competition for Good” an overwhelming success. Special congratulations to Todd Roselle and his teammate, Coach JJ, for clinching the 1st place trophy! But the event was about more...

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What do you think is the start of future success? Many times it can be linked back to when something changed. It could be a new job, it could be getting married, it could be some other large life event. Sometimes it’s linked back to the first dollar we made because we were disciplined from the start. For many, it...

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Blue Rock Financial Group was honored to sponsor and attend the 13th Annual Children & Families First – Taste for Art event on Saturday, April 29th, 2023 at the Riverfront Events at the Hyatt Wilmington. This year’s event was a huge success, featuring a Tapas Throwdown, local artisan vendors, talented student chefs, immersive live art, and an open bar with...

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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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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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As the economy has shifted and we all take a step back to reevaluate what is most important, the question we’ve been getting a lot recently, is “Where do I Start?” At Blue Rock Financial Group we work with three main groups of clients: For each of these groups, the considerations are similar but slightly different. Business Owners For most,...

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