High Rock Monthly Video – July 2025

1) High Rock Private Client Wealth Management turned 10 in April! 2) Equity markets were stronger in June, bond markets were flat. 3) According to Morningstar, the average Balanced Portfolio grew 3.3% in the first half of 2025. – The 5 year annual average is 6.37%. – Return per unit of risk taken (over 5 […]

High Rock Monthly Video – April 2025

https://www.youtube.com/watch?v=Z0UIsO3PEl8 1) High Rock Private Client Wealth Management celebrates its 10 year anniversary! 2) Most financial markets were lower in March in anticipation of the U.S. tarrifs 3) Risk in a portfolio is important, you are invited to ask us about the risk in yours 4) Portfolios were rebalaned at the highs at the end […]