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Blog
Considerations As We Enter a Bear Market
Jun 17, 2022
The S&P 500 officially entered a Bear Market this week. What is a Bear Market? It is when the stock market falls by 20% from its peak. The path of interest rates, inflation surprises, the war in Ukraine, and overall economic sentiment are causing uncertainty to run rampant in the market. When markets shift, particularly when they drop quickly, it’s...
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Financial Planning
Investments
Retirement Planning
Risk Management
What is Sustainable Investing
Jun 15, 2022
Environmental, social, and governance, or ESG investing, is a way to build a more ethical portfolio based on your beliefs to make the world a better place. How this is accomplished is to eliminate certain companies or practices from a portfolio (such as oil/energy) and favoring environmentally friendly companies (such as renewable energy/solar). Funds may also underweight companies with a...
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Financial Planning
Investments
Five Methods of Withdraw from Your Retirement Accounts to Avoid
May 16, 2022
You’ve saved for the last 40 years and are thinking about retirement. Now what? Retirement is a monumental pivot in your financial journey. Prior to retirement, your goals were to accumulate as much wealth, in the right accounts as possible. Your discipline and consistency have paid off. Your job now? Create your own paycheck to last your entire life. The...
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Real Estate at the Delaware Beaches in 2022
May 9, 2022
It’s no secret that Sussex County’s real estate market is booming. From new constructions to rental properties, Delaware Beaches have become the new “it” place to live and everyone wants a slice of the pie. Blue Rock’s Founder Todd Roselle, CFP®, ChFC®, and special guest Tom Carney, JD from T.Carney Sussex Law (TCSL) dive headfirst into the hottest real estate...
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Todd Talks
Celebrating 10 Years and Beyond
Apr 20, 2022
2022 marks yet another milestone for Blue Rock Financial Group. The firm was born to provide guidance based on a plan, financial planning. Back in 2012, the number of true financial planning firms, especially in Delaware, was very few. Leading with advice, instead of a commission-based product was an emerging way to way to approach the financial services industry. Blue...
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Events
Why F.I.R.E May Be The Spark You Need
Apr 15, 2022
Typically, a financial plan is built around working until the age of 65 and then retiring. Though for many individuals, retiring sooner or at least having the option to retire earlier sounds much more enticing. The F.I.R.E opens the door to access financial independence sooner. What is F.I.R.E F.I.R.E stands for financial independence, retire early. It’s a lifestyle movement for...
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Financial Planning
Retirement Planning
Do You Prefer Health Care or Sick Care? The Same Can Be Said For Your Wealth
Apr 4, 2022
We prefer preventative measures in both categories, health, and wealth. You’ve heard the term, Health Care, but in many respects, our system is geared toward those who are sick, therefore providing Sick Care. While this piece is more geared to wealth than health, the same principles apply. Proactive Wealth Management and Planning offer the same benefits as true Health Care....
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401(k) plan
Financial Planning
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Pension Versus Lump Sum
Mar 15, 2022
How do you choose – pension or lump sum? Pension payment options are guaranteed for your life, and you don’t have to worry about outliving the money. Lump sum option requires you to take the money, roll it over into an IRA, invest it, and generate cash flows by taking systematic withdraws throughout your life. As a retiree eligible for...
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Financial Planning
Retirement Planning
Blue Rock Financial Group Welcomes Two New Members to The Team
Mar 14, 2022
Blue Rock Financial Group has announced the hiring of Theo Dressler, CFP®, as Financial Advisor and Client Relationship Manager, and Dawn Mitchell as Client Service Representative. Both individuals bring a wealth of experience to the company with strong backgrounds in the financial industry. Prior to joining Blue Rock, Dressler served in the Air Force, Air National Guard, and Air Force...
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Events
3 Important Financial Considerations Before You Jump Into Your Next Business Idea
Feb 15, 2022
Whether you’re a serial entrepreneur or you’re just considering venturing out on your own, you need to lay a solid financial foundation before diving into the deep end. Here are three elements that can help anchor your financial plan. #1: Lay the Financial Foundation Before launching a new business venture, it’s critical to ensure you start on solid financial footing....
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