To Pay or Not to Pay?... Off Your Mortgage Early
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
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
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)
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?
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
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
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
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?
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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3rd Quarter 2020 Newsletter
Uncertainty looms as we continue to navigate the COVID-19 pandemic. As the world around us continues to change, we share...
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Blast from the Past
The more things change, the more they stay the same...
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Golf & Finance: Patience
One of the greatest gifts I’ve ever received was a set of golf clubs when I just 4 or 5 years old. The U.S. Kids Golf...
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The Mighty HSA
Health Savings Accounts (HSAs) have been growing in popularity over the past few years… but what are they exactly? How...
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2nd Quarter 2020 Newsletter
How differentiating short-term cash needs can help you stay on course during these turbulent times. Click here to read...
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Investing during a Bear Market
Perspective from a Generation Z – And How it Can Relate to You
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CARES Act 2020
The CARES (Coronavirus Aid, Relief and Economic Security) Act was signed by President Trump to help provide financial...
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1st Quarter 2020 Newsletter
Coronavirus has life as we know it screeching to a half - read on for how diversification can help soften extreme market...
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4th Quarter 2019 Newsletter
Next year's election is on the mind of most investors... what can we learn from the past to keep in mind for the future...
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Stop and smell the roses!
Our main focus as fiduciary advisors is understanding our clients' goals and providing objective advice to achieve these...
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CNBC Top 100 Financial Advisors
We are pleased to have been selected for the CNBC Top 100 Financial Advisors! https://www.cnbc.com/2019/10/10/rembert...
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Budgets: Where to Begin
I get it. Budgeting is not the coolest or flashiest thing to talk about when it comes to financial planning. It is like...
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3rd Quarter 2019 Newsletter
Let's talk recessions! Our latest newsletter tackles this ever looming fear and its effects on the market. Click here to...
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Don’t let diminishing mental capacity leave you at risk
Whether sparked by an unfortunate event such as fall, a condition such as Dementia or Alzheimer’s disease or simply...
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Beware the fraudster!!!
I had never heard the term “fraudster” until I joined RPJ over 8 years ago. It seemed like such a silly word at the time...
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Why I Chose to Cut the Cord on Cable TV!
I find it a good practice to keep track of my monthly expenses, from variable spending such as entertainment and travel...
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2nd Quarter 2019 Newsletter
The ever present question of portfolio construction as you near retirement... our latest newsletter discusses the...
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The FAANGS of the Market
I am not talking about the venomous teeth of a rattlesnake. Rather, I am referring to the 5 stocks that are largely...
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Who's ready for vacation?
I really like traveling, from little weekend trips to see friends to bigger trips that take me out to see the world. I...
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Tax Advantages of 529 Plans
Tax Advantages of 529 Plans
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1st Quarter 2019 Newsletter
1st Quarter 2019 Newsletter
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