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Welcome to the Blue Rock Blog
Blog
When the Tide Shifts: Why Great Plans Still Need Adjusting
May 15, 2025
If you’ve done the work of building a financial plan—truly building it, not just checking boxes—you’re ahead of the game. You’ve taken the time to think deeply about your goals, align your values with your dollars, and put a structure in place to help you move forward with intention. That’s not something most people do, and we see every day...
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401(k) plan
Business Planning
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
Todd Roselle Named Forbes Best-In-State Wealth Advisor for Second Consecutive Year
May 1, 2025
At Blue Rock Financial Group, we pride ourselves on delivering unparalleled financial guidance, and now, the world is taking notice again. We are proud to announce that Todd Roselle, CFP®, ChFC®, president and founder at Blue Rock Financial Group, has been recognized as a Forbes Best-In-State Wealth Advisor for the second year in a row. This prestigious award, presented by Forbes in...
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Events
Unlocking the Hidden Power of 401(k) Contributions: A Tax Bracket Advantage You Don’t Want to Miss
Apr 15, 2025
When most people think about their 401(k), the obvious benefits that come to mind are: building retirement savings through investments, employer matching (if available), and tax deferral. But there’s a lesser-known advantage that high earners and business owners should be aware of to ensure they are maximizing the benefit—the marginal tax bracket opportunity that comes with 401(k) contributions. This article...
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401(k) plan
Business Planning
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
Carter McClung, CFP® CSLP® Promoted to Director of Financial Planning
Apr 8, 2025
Carter has consistently exemplified the highest standards of integrity, thought leadership, and innovation in financial planning. Since joining Blue Rock in 2019, Carter has combined technical expertise with an empathetic, modern approach to advising clients—always rooted in helping people live more intentionally and plan with purpose. Before Blue Rock, Carter earned a dual degree in Financial Planning & Wealth Management...
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Events
The Illusion of S&P 500 Outperformance: Why Smart Investors Think Bigger
Mar 15, 2025
Comparing your investment returns to the S&P 500 is like judging a restaurant’s success based only on its dessert sales—you’re ignoring the appetizers, entrées, and drinks that make up the full experience. Not to mention, you’re also not including the ambiance, food quality, quality of service and staff, etc. Wouldn’t you say that holds some weight in a restaurant’s success?...
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401(k) plan
Business Planning
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
The Tariff Tango: A Trade Related Tug-of-War
Feb 15, 2025
President Donald Trump implemented tariffs as a strategic negotiating tool to address issues such as illegal immigration and drug trafficking, as well as to bolster U.S. manufacturing. Tariffs on Canada and Mexico: In response, Canada and Mexico agreed to a one-month delay in the implementation of these tariffs, committing to increased border enforcement and cooperation with U.S. efforts to address...
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401(k) plan
Business Planning
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Tax Planning
The Experts Don’t Know Anything
Jan 15, 2025
So, here we are, January of 2025 and we’re starting to hear from all the pundits about what 2025 is going to look like. Before we dive into what the experts are saying, let’s take a look at what the experts said about 2023 and 2024, and see if they were right. What was the overwhelming Stock Market and Economic...
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401(k) plan
Business Planning
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
The Power of Cash Flow Planning
Dec 16, 2024
Hold too much cash, and you’re comfortably losing money to inflation. Hold too little cash, and you’re running the risk of being unable to deal with unexpected expenses. A good plan for managing existing cash and current cash flow balances three factors: financial planning best practices, your comfort with cash, and an active approach to managing cash on an ongoing...
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401(k) plan
Business Planning
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
Celebrating Delaney Argo: Earning the FPQP® Designation
Dec 6, 2024
At Blue Rock Financial Group, we believe in celebrating achievements that reflect growth and dedication. Today, we are proud to recognize Delaney Argo for earning the Financial Paraplanner Qualified ProfessionalTM (FPQP®) designation. The FPQP® designation is awarded to individuals who complete a rigorous program focused on the fundamentals of financial planning. It equips professionals with the knowledge to provide comprehensive support...
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Events
Presidential Terms and Market History
Nov 15, 2024
Analyzing historical data reveals that stock market downturns and recessions have occurred under both Democratic and Republican administrations, indicating that these economic events are influenced by a multitude of factors beyond presidential control. Stock Market Downturns by Presidential Term: A review of maximum drawdowns during various presidential terms shows no consistent pattern linking the incumbent president to stock market declines....
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Recent Posts
When the Tide Shifts: Why Great Plans Still Need Adjusting
Todd Roselle Named Forbes Best-In-State Wealth Advisor for Second Consecutive Year
Unlocking the Hidden Power of 401(k) Contributions: A Tax Bracket Advantage You Don’t Want to Miss
Carter McClung, CFP® CSLP® Promoted to Director of Financial Planning
The Illusion of S&P 500 Outperformance: Why Smart Investors Think Bigger
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