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RPJ Insights

4th Quarter 2022 Newsletter

Jan 9, 2023
Categories
Quarterly Newsletter
Les Irby CFP® AIF®
As we reflect back on market performance over 2022, we are ever encouraged to remain steady in a balanced portfolio...
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Golf & Finance: Control

Dec 22, 2022
Categories
Investing
Financial Planning
Dan Jackson CFP®
This past weekend I had the humbling experience to compete in the 2022 City Tour Championship at Sea Island, Georgia. My...
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Who is ready for 2023?

Dec 1, 2022
Categories
Taxes
Retirement
Liz Clough CFP® AIF®
For many years we’ve had the benefit of very low inflation, so cost-wise 2022 was tough on all of us. The flip side to...
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3rd Quarter 2022 Newsletter

Oct 7, 2022
Categories
Les Irby CFP® AIF®
Quarterly Newsletter
These days we all might need a reminder of the good, the bad, and the ugly that may come along with rising interest...
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2nd Quarter 2022 Newsletter

Jul 8, 2022
Categories
Quarterly Newsletter
Les Irby CFP® AIF®
Hearing the words "recession" and "inflation" a little too much for your liking? Read our latest Quarterly Newsletter...
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Are I-Bonds Right for You?

Jun 15, 2022
Categories
Financial Planning
Investing
Brett Roper CFP® AIF®
Lately, I’ve had quite a few clients contact me with questions on the I-Bond. What exactly is an I-Bond and why is it...
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Roth vs. Traditional Retirement Savings: Which one is right for you?

May 23, 2022
Categories
Financial Planning
David Tebor CFP® AIF®
Retirement looks different to everyone, but one commonality is financial independence and the ability to enjoy post-work...
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1st Quarter 2022 Newsletter

Apr 7, 2022
Categories
Quarterly Newsletter
Les Irby CFP® AIF®
...and what a first quarter it has been. The war in Ukraine, inflation, and rising interest rates have led to volatility...
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Building Credit as a Young Professional

Mar 23, 2022
Categories
Financial Planning
Danny Larrabee CFP®
Establishing a strong credit history early in your career is important for a number of reasons. A good credit report...
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Market Volatility

Feb 25, 2022
Categories
Investing
As we continue to endure a volatile market environment fueled by multiple economic and geopolitical factors, we wanted...
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Golf & Finance: Managing Risk

Feb 4, 2022
Categories
Investing
Dan Jackson CFP®
“Do you see the gap between these two trees? I think I can punch my golf ball between them and have it roll up near the...
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2022 is HERE

Jan 25, 2022
Categories
Financial Planning
Taxes
Nicole Mongeon CFP®
While in some ways it may feel like we are living 2020… part II, the 2022 year brings fresh snow along with fresh IRS...
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4th Quarter 2021 Newsletter

Jan 11, 2022
Categories
Quarterly Newsletter
Les Irby CFP® AIF®
As we enter the new year, will bonds continue to serve their intended purpose in portfolio structure? Check out our...
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Child Care Options for Your Growing Family

Dec 16, 2021
Categories
Financial Planning
John Wolff CFP® AIF® EA
As my wife and I are entering new careers that are starting to take off, we are also getting to the point in our lives...
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'Tis the Season for Charitable Giving!

Nov 8, 2021
Categories
Financial Planning
Liz Clough CFP® AIF®
As we work our way through the fall and settle into the winter months, we’re getting to the time of year when most...
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3rd Quarter 2021 Newsletter

Oct 12, 2021
Categories
Quarterly Newsletter
Les Irby CFP® AIF®
How would YOU measure inflation? Our latest newsletter discusses the intricacies of tracking consumer prices while...
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Schwab Services

Oct 4, 2021
Categories
Financial Planning
Brett Roper CFP® AIF®
Back in our first blog post, “Reflections with Donald Rembert,” I learned about our decision to go fee-only back in 1983...
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Renting vs. Buying as a Mid-Twenties Investor

Sep 7, 2021
Categories
Investing
Financial Planning
David Tebor CFP® AIF®
This is one of the hottest topics among my peers, especially given the dramatic rise in demand and housing prices in the...
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Don't Ignore the Importance of Estate Planning

Aug 17, 2021
Categories
Estate Planning
Financial Planning
Liz Verdi CFP® AIF®
What do Jimi Hendrix, Bob Marley, and Sonny Bono all have in common? They were all talented musicians – CORRECT...
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2nd Quarter 2021 Newsletter

Jul 9, 2021
Categories
Quarterly Newsletter
Investing
Les Irby CFP® AIF®
Inflation, oh my! Read on for our commentary on growing inflation concerns in the current economic landscape. Click here...
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What Is a Hokie Anyway??

Jun 25, 2021
Categories
Education
Financial Planning
Nicole Mongeon CFP®
A question we Virginia Tech alumni get a lot (and I’m sure our answers vary). If you’ve perused our website, you’ve...
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To Pay or Not to Pay?... Off Your Mortgage Early

Jun 4, 2021
Categories
Investing
Lifestyle
Dan Jackson CFP®
A friend of mine emailed the other day and was curious about my thoughts on paying down his mortgage as quickly as...
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1st Quarter 2021 Newsletter

Apr 27, 2021
Categories
Quarterly Newsletter
Investing
Les Irby CFP® AIF®
The relationship between interest rates and equity returns along with the ever present value vs growth debate: our first...
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The Battle Known As Lifestyle Creep

Apr 26, 2021
Categories
Lifestyle
Retirement
Liz Clough CFP® AIF®
Our company has the honor of working with people from all walks of life, and our clients range from those who are just...
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Protect Your Furry Loved One (and your wallet)

Mar 29, 2021
Categories
Lifestyle
Insurance
John Wolff CFP® AIF® EA
My wife and I recently made a trip out to Ohio to pick up the most precious little Aussiedoodle puppy. As puppies...
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What's up (and down) with GameStop?

Feb 1, 2021
Categories
Investing
Brett Roper CFP® AIF®
I started to see and hear about GameStop in the news last week and I know some of you did too. I became intrigued with...
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Growth vs Value: Taking a look into two fundamental investing approaches

Jan 4, 2021
Categories
Investing
David Tebor CFP® AIF®
The stock market is an expansive platform where buyers, sellers, and issuers meet to exchange shares of publicly traded...
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4th Quarter 2020 Newsletter

Jan 4, 2021
Categories
Quarterly Newsletter
Investing
Les Irby CFP® AIF®
Reflecting back on the uniquely challenging year, 2020's last quarterly newsletter highlights the ever present...
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Household Employee Taxes: Pod Learning Edition

Dec 8, 2020
Categories
Taxes
Lifestyle
Education
Liz Verdi CFP® AIF®
According to the United States Census Bureau (August 2020), over 90% of households with school aged children were...
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New Job! What Now?

Oct 20, 2020
Categories
Lifestyle
Finance
Planning
Nicole Mongeon CFP®
New RPJ hire here, to discuss a topic I’m overly familiar with right now… a new job! We’ve all been there – you spend...
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Rembert Pendleton Jackson 
7647 Leesburg Pike, Falls Church, VA 22043
703-821-6655 | 877-821-6655
Fax: 703-821-2928

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*Not Insured by Any Government Agency *May Lose Value

 

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