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
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
Investing during a Bear Market
Perspective from a Generation Z – And How it Can Relate to YouRead More
CARES Act 2020
The CARES (Coronavirus Aid, Relief and Economic Security) Act was signed by President Trump to help provide financial...Read More
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...Read More
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...Read More
Stop and smell the roses!
Our main focus as fiduciary advisors is understanding our clients' goals and providing objective advice to achieve these...Read More
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...Read More
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...Read More
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...Read More
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...Read More
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...Read More
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...Read More
2nd Quarter 2019 Newsletter
The ever present question of portfolio construction as you near retirement... our latest newsletter discusses the...Read More
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...Read More
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...Read More
Don't procrastinate - Check your beneficiaries!
Don't procrastinate - Check your beneficiaries!Read More
4th Quarter 2018 Newsletter
Another year in the rear-view mirror! This quarter's newsletter gives a brief summary of the broad asset classes for the...Read More
Who's ready to contribute in 2019?
As we get ready to put another year in the history books, we’re also busy getting ready for next year. Every fall, the...Read More