As it Stands Today, Are We in An A.I. Bubble? Blog June 15, 2024 As it Stands Today, Are We in An A.I. Bubble? Investors’ enthusiasm for artificial intelligence (AI) has propelled U.S. equity markets to multiple all-time highs… James Whalen, CFP® Love0
BlogEventsTodd Talks May 21, 2024 Navigating Economic Uncertainty: Insights for Investors in Volatile Markets In this Financial Planning “Todd Talk,” Todd Roselle, CFP®, ChFC®, Founder of Blue Rock Financial… Todd Roselle, CFP® CHFC® Love0
Should You Plan to Pay Even More Taxes in 2025? Blog May 15, 2024 Should You Plan to Pay Even More Taxes in 2025? In an election year, we tend to hear the proposals of each candidate. As of… Todd Roselle, CFP® CHFC® Love0
Robbie Jester’s Secrets of the Chef BlogEvents May 9, 2024 Robbie Jester’s Secrets of the Chef Last month, Blue Rock Financial Group hosted the 'Secrets of the Chef' with Delaware’s own… Steve Bart Love0
2024 Delaware Business Owner Summit presented by Blue Rock Financial Group BlogEvents May 3, 2024 2024 Delaware Business Owner Summit presented by Blue Rock Financial Group The first ever Delaware Business Owner Summit is coming to Dewey Beach on Thursday, June… Steve Bart Love0
2024 Forbes Best in State Wealth Advisor – Todd Roselle BlogEvents May 1, 2024 2024 Forbes Best in State Wealth Advisor – Todd Roselle We are thrilled to shine a spotlight on one of our exceptional team members, Todd… Todd Roselle, CFP® CHFC® Love0
Health Insurance Blog April 15, 2024 Health Insurance Over the last 10 years, the average annual health insurance premium outpaced inflation by 56%… Carter McClung, CFP® CSLP® Love0
Carter McClung Delivers Important Message to Delaware High Schools BlogEvents April 4, 2024 Carter McClung Delivers Important Message to Delaware High Schools Carter McClung's support and dedication to the success of the 2024 Appoquinimink Workforce Readiness Fair… Carter McClung, CFP® CSLP® Love0
Blue Rock Financial Welcomes Nicholas Lombardo, CFA to The Team BlogEvents March 30, 2024 Blue Rock Financial Welcomes Nicholas Lombardo, CFA to The Team We are pleased to introduce Nick Lombardo, CFA, as the newest member of the Blue… Steve Bart Love0
Blue Rock Financial Group Attends Conference in Nashville, TN BlogEvents March 26, 2024 Blue Rock Financial Group Attends Conference in Nashville, TN Kelly, Todd, Carter, and Steve attended a conference this past week in Nashville, TN. Innovation… Steve Bart Love0