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Blog
Health Insurance
Apr 15, 2024
Over the last 10 years, the average annual health insurance premium outpaced inflation by 56% & worker wage growth by 11.90%. Section 1: Cost of Health Insurance – 10240 | KFF Which raises the question: How can you attain health insurance affordably? Considering that the U.S. on average spends almost double what the average comparable country spends per person –...
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Financial Planning
Investments
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Tax Planning
Carter McClung Delivers Important Message to Delaware High Schools
Apr 4, 2024
Carter McClung’s support and dedication to the success of the 2024 Appoquinimink Workforce Readiness Fair in Wilmington, DE, were instrumental in creating a valuable experience for the 924 students from Middletown, Odessa, and Appoquinimink High Schools. His involvement and mentorship in training students on interviewing skills, general workforce tips, and networking were invaluable, leading to positive feedback from both students...
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Events
Blue Rock Financial Welcomes Nicholas Lombardo, CFA to The Team
Mar 30, 2024
We are pleased to introduce Nick Lombardo, CFA, as the newest member of the Blue Rock Financial Group team. With his impressive background in investment management and comprehensive knowledge of the ever-changing markets, Nick will prove to be a valuable asset to our team. Nick will ultimately transition into a financial planning role, where his skills and expertise will be...
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Events
Blue Rock Financial Group Attends Conference in Nashville, TN
Mar 26, 2024
Kelly, Todd, Carter, and Steve attended a conference this past week in Nashville, TN. Innovation is imperative for the growth of any business and our team is always looking for the best way to serve our clients in an ever-changing arena of cutting-edge technology. At the conference, they had the opportunity to listen to industry experts and share ideas with...
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Events
Bitcoin Mania
Mar 15, 2024
Bitcoin “mania” has made a resurgence so far this year, with the price of Bitcoin having risen by nearly 60 percent in the past month and reaching a new all-time high of roughly $69,000, breaking the previous record that was set in 2021. The Securities and Exchange Commission has even made the decision to begin approving Bitcoin exchange-traded funds (ETFs)...
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Financial Planning
Investments
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Tax Planning
Blue Rock Financial Group Welcomes Delaney Argo to The Team
Mar 6, 2024
Blue Rock Financial Group is delighted to announce the addition of Delaney Argo as our newest Client Service Representative! With a strong background in customer service, Delaney is poised to enhance the client experience and strengthen relationships within the company. She has quickly become an incredibly valuable asset to our firm, and we know she will continue to do incredible...
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Events
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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Blue Rock Financial Group’s 2023 Reflections and 2024 Aspirations
Feb 7, 2024
This month, Blue Rock Financial Group gathered in Wilmington, DE to discuss our year in review during our Quarter 4 meeting. Our team discussed what we did well as a firm and what we have the ability to improve upon for 2024. We have made significant improvements to our processes, and we have added some incredibly talented teammates; Tabitha Thomas,...
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Events
How to Make Your New Year’s Resolution Actually Work
Jan 15, 2024
Have you ever written down what you want to do better this year vs last year? Do you coin that list as your New Year’s Resolutions? If you were to go back and look at previous lists, how many times have you found success? If you were to go back to last year at this time, how’d you make out?...
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Business Planning
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Choosing The Right Retirement Plan for Your Small Business
Dec 15, 2023
“Is this still the right plan for me?” This was a recent question a business owner asked me as more employees became eligible to enter into the company’s SIMPLE IRA plan. With newly eligible employees entering your retirement plan and fluctuating annual revenue, it’s hard to know to time two things: Regarding the plan to switch or enter into, there’s...
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Carter McClung Delivers Important Message to Delaware High Schools
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