The Resilient Investor is the official blog of the team at Rockwood Wealth Management.
Our goal is to share the wisdom we’ve gained from years of experience in the investment arena – and to steer our readers and clients away from the often confusing and disturbing messages they absorb from the media about the health of the stock market, and the financial crisis.
We want to help you realize your potential for long-term prosperity – and to become a truly “resilient investor.”
It’s tempting to respond emotionally to every new article you read – and there’s certainly no shortage of them right now! — but we’re here to help you discern between hype and solid information, and to make investment decisions that will genuinely benefit you and your family.
We believe the secret is to keep your eyes forward with the goal of long-term success — but to balance every investment decision you make with a solid dose of historical knowledge.
That kind of perspective will never steer you wrong.
We invite you to stop by our Rockwood Wealth Management website to read about our services — and our deep commitment to our clients’ well-being.
Allow us to introduce you to a few of our contributors:
Thaddeus (Ted) N. Toal, Jr.
Ted began his career with a well known Wall Street firm where he provided financial planning for clients. However, he quickly realized that there was an inherent conflict between the goals of the firm and the goals of his clients. Ted realized that only by becoming an Independent Financial Planner, could he provide the high quality level of advice and service that his clients deserved. This realization led to the creation of Ted’s former firm, Toal & Associates, LLC.
As a senior partner of Rockwood Wealth Management, Ted takes a comprehensive approach to wealth management. He sees his role as helping people make well-informed decisions in their financial life and investment plans-providing them with greater financial independence, peace of mind and security.
Ted graduated from Towson University with a Bachelor of Science degree and received his Certificate in Financial Planning from Florida State University’s Center for Professional Development. Ted Toal is a CERTIFIED FINANCIAL PLANNER™ Practitioner. Ted values community service and is an active supporter of the Cystic Fibrosis Foundation.
John R. Augenblick
John R. Augenblick is committed to the development and growth of Fee-Only comprehensive financial planning as an active member of the National Association of Personal Financial Advisors. With expertise well respected in the community, he writes a finance column for the Bucks County Herald independent newspaper and serves on the board of directors of Team Capital Bank. John works with his local community by volunteering his time as a member of the Finance Committee for New-Hope Solebury
Prior to joining Rockwood Wealth Management, John worked as a Fee-Only financial advisor at Toal & Associates, LLC. John previously served his country as a naval officer in the submarine warfare community. A certified nuclear engineer, John supervised the operation of naval nuclear reactors and was responsible for nuclear weapons targeting and training.
John graduated from the United States Naval Academy with distinction, earning a degree in Systems Engineering. While teaching engineering at the United States Naval Academy, John earned his MBA at Johns Hopkins University where he focused his studies on portfolio development, investment analysis, and corporate management. John is a CERTIFIED FINANCIAL PLANNER™ Practitioner and has earned a Certificate in Financial Planning from Florida State University.
John lives in New Hope, Pennsylvania with his wife, Elizabeth. In his free time John enjoys playing soccer, sailing, traveling, and spending time with his family and friends.
Brian D. Booth
Brian D. Booth is the Managing Member of Rockwood Wealth Management. He has twenty years of experience in personal wealth management where he focused exclusively in the areas of asset management, financial and estate planning, private banking, trust and fiduciary matters.
Before launching Rockwood Wealth Management with his partners, Brian was the Managing Member of the Booth Advisory Group, which was a comprehensive wealth management firm based in Newtown, PA. Prior to going independent, Brian worked with both privately owned trust companies as well as with some of the largest private banks in the country. He has a Masters of International Business from the Edinburgh Business School, UK and received his Bachelor of Arts from Rutgers University. He has been a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner since 1994 and became Certified Trust & Financial Advisor (CTFA) in 1996.
Brian is member of National Association of Personal Financial Advisors (NAPFA), the Philadelphia Estate Planning Council, the Bucks County Estate Planning Council and the Institute of Certified Financial Planners. He is also President Emeritus of the Princeton Committee on Foreign Relations and a member of the Union League of Philadelphia. He and his wife Helen live in Bucks County, PA with their two sons.
We welcome your discussion and questions on anything we post. If you’d prefer to contact us directly, just drop us a note here.
And thanks again for coming by!