Are I-Bonds Right for You?
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...
Read More
Roth vs. Traditional Retirement Savings: Which one is right for you?
Retirement looks different to everyone, but one commonality is financial independence and the ability to enjoy post-work...
Read More
1st Quarter 2022 Newsletter
...and what a first quarter it has been. The war in Ukraine, inflation, and rising interest rates have led to volatility...
Read More
Building Credit as a Young Professional
Establishing a strong credit history early in your career is important for a number of reasons. A good credit report...
Read More
Market Volatility
As we continue to endure a volatile market environment fueled by multiple economic and geopolitical factors, we wanted...
Read More
Golf & Finance: Managing Risk
“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...
Read More
2022 is HERE
While in some ways it may feel like we are living 2020… part II, the 2022 year brings fresh snow along with fresh IRS...
Read More
4th Quarter 2021 Newsletter
As we enter the new year, will bonds continue to serve their intended purpose in portfolio structure? Check out our...
Read More
Child Care Options for Your Growing Family
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...
Read More
'Tis the Season for Charitable Giving!
As we work our way through the fall and settle into the winter months, we’re getting to the time of year when most...
Read More
3rd Quarter 2021 Newsletter
How would YOU measure inflation? Our latest newsletter discusses the intricacies of tracking consumer prices while...
Read More
Schwab Services
Back in our first blog post, “Reflections with Donald Rembert,” I learned about our decision to go fee-only back in 1983...
Read More
Renting vs. Buying as a Mid-Twenties Investor
This is one of the hottest topics among my peers, especially given the dramatic rise in demand and housing prices in the...
Read More
Don't Ignore the Importance of Estate Planning
What do Jimi Hendrix, Bob Marley, and Sonny Bono all have in common? They were all talented musicians – CORRECT...
Read More
2nd Quarter 2021 Newsletter
Inflation, oh my! Read on for our commentary on growing inflation concerns in the current economic landscape. Click here...
Read More
What Is a Hokie Anyway??
A question we Virginia Tech alumni get a lot (and I’m sure our answers vary). If you’ve perused our website, you’ve...
Read More
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...
Read More
1st Quarter 2021 Newsletter
The relationship between interest rates and equity returns along with the ever present value vs growth debate: our first...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
4th Quarter 2020 Newsletter
Reflecting back on the uniquely challenging year, 2020's last quarterly newsletter highlights the ever present...
Read More
Household Employee Taxes: Pod Learning Edition
According to the United States Census Bureau (August 2020), over 90% of households with school aged children were...
Read More
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...
Read More
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...
Read More
Blast from the Past
The more things change, the more they stay the same...
Read More
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...
Read More
The Mighty HSA
Health Savings Accounts (HSAs) have been growing in popularity over the past few years… but what are they exactly? How...
Read More
2nd Quarter 2020 Newsletter
How differentiating short-term cash needs can help you stay on course during these turbulent times. Click here to read...
Read More