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Welcome to the Blue Rock Blog
Blog
The Psychology of Retirement: Where Your Money and Mind Come Together
Nov 22, 2023
In this Financial Planning “Todd Talk,” Todd Roselle, CFP®, ChFC®, Founder of Blue Rock Financial Group, and Dr. Katie Elder, a multifaceted psychologist and entrepreneur, delve into a comprehensive discussion that merges financial planning with psychological well-being. The talk covers a variety of subjects, from the intricacies of managing finances amidst market volatility to the psychological aspects of money and...
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Todd Talks
Mint is Dead
Nov 15, 2023
Mint, the most popular financial app to date is going away…for good. Intuit, who owns Mint.com recently announced they will be shutting down the very popular free app by January 1st, 2024, and will begin directing users to its other affiliate company, Credit Karma, to manage their finances moving forward. Mint has been around for over 15 years with nearly...
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Financial Planning
Investments
Risk Management
Tax Planning
October Highlights: Professional Growth & Team Spirit
Nov 1, 2023
October marked a significant milestone for the Blue Rock Financial Group (BRFG) team, who had the privilege of attending a professional development day hosted by Dimensional Fund Advisors (DFA). This event was not just another corporate meeting; it was a treasure trove of knowledge and insights. Understanding the history and evolution of DFA was a highlight. It gave our advisors...
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Events
Dewey Goes Pink 2023 – A Resounding Success
Oct 20, 2023
Participation in Dewey Goes Pink has been a journey of both enthusiasm and purpose for us. We’re filled with gratitude to have had the opportunity to sponsor this significant event. It’s through our collective strides that we bring attention to the crucial fight against breast cancer. The sea of pink and the energy of the participants at the event were...
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Events
Cash is Back
Oct 15, 2023
Cash is back and an important asset class to consider as part of your overall financial plan! After more than a decade of record low and near zero interest rates in the aftermath of the 2007-2009 Global Financial Crisis and the COVID-19 Pandemic, monetary policy since March 2022 has shifted dramatically as the Federal Reserve has turned hawkish in a...
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Financial Planning
Investments
Risk Management
Tax Planning
A Toast to Compassion: Beebe Goes Purple
Sep 29, 2023
On the evening of September 28th, 2023, from 5 PM to 9 PM, the Starboard transformed into a hub of philanthropy and community spirit. The occasion? Beebe Goes Purple, a charity bartending event designed to support Beebe Healthcare’s Mobile Health Clinic, focusing on mental health and addiction medicine. Our very own Carter McClung took center stage, not just as a...
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Events
Blue Rock Attends 2023 RPAG National Conference
Sep 20, 2023
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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Events
What to Really Consider When Investing in Real Estate
Sep 15, 2023
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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Financial Planning
Investments
Risk Management
Tax Planning
A Quarter to Remember: Team Building on the Rapids
Aug 18, 2023
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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Events
Navigating Tax Strategies: Should You Buy a Car in Your Business Name?
Aug 15, 2023
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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