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RPJ Insights

3rd Quarter 2020 Newsletter

Oct 1, 2020
Categories
Quarterly Newsletter
Les Irby CFP® AIF®
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

Sep 28, 2020
Categories
Investing
Newt Pendleton CFP® AIF®
Charlie Rembert CFP® AIF®
The more things change, the more they stay the same...
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Golf & Finance: Patience

Sep 22, 2020
Categories
Lifestyle
Investing
Dan Jackson CFP®
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

Aug 31, 2020
Categories
Investing
Savings
Health
Taxes
Liz Clough CFP® AIF®
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

Jul 1, 2020
Categories
Quarterly Newsletter
Les Irby CFP® AIF®
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

May 11, 2020
Categories
Investing
David Tebor CFP® AIF®
Finance
Perspective from a Generation Z – And How it Can Relate to You
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CARES Act 2020

Apr 9, 2020
Categories
Taxes
Brett Roper CFP® AIF®
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

Apr 1, 2020
Categories
Quarterly Newsletter
Les Irby CFP® AIF®
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

Jan 1, 2020
Categories
Quarterly Newsletter
Les Irby CFP® AIF®
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!

Dec 20, 2019
Categories
Lifestyle
Brett Roper CFP® AIF®
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

Dec 17, 2019
Categories
Financial Planning
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

Nov 15, 2019
Categories
Budgeting
Lifestyle
Dan Jackson CFP®
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

Oct 1, 2019
Categories
Quarterly Newsletter
Les Irby CFP® AIF®
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

Sep 16, 2019
Categories
Planning
Health
John Wolff CFP® AIF® EA
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!!!

Aug 18, 2019
Categories
Security
Liz Verdi CFP® AIF®
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!

Jul 12, 2019
Categories
Lifestyle
Budgeting
Brett Roper CFP® AIF®
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

Jul 1, 2019
Categories
Quarterly Newsletter
Les Irby CFP® AIF®
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

Jun 18, 2019
Categories
Investing
Dan Jackson CFP®
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?

May 28, 2019
Categories
Lifestyle
Liz Clough CFP® AIF®
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

May 3, 2019
Categories
529
Education
Financial Planning
Taxes
John Wolff CFP® AIF® EA
Tax Advantages of 529 Plans
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1st Quarter 2019 Newsletter

Apr 12, 2019
Categories
Quarterly Newsletter
Les Irby CFP® AIF®
1st Quarter 2019 Newsletter
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Don't procrastinate - Check your beneficiaries!

Apr 5, 2019
Categories
Financial Planning
Insurance
Liz Verdi CFP® AIF®
Don't procrastinate - Check your beneficiaries!
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Reflections by Don Rembert

Feb 11, 2019
Categories
Fiduciary
Financial Planning
Don Rembert CFP® AIF®
Brett Roper CFP® AIF®
Reflections by Don Rembert
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4th Quarter 2018 Newsletter

Jan 15, 2019
Categories
Quarterly Newsletter
Les Irby CFP® AIF®
Another year in the rear-view mirror! This quarter's newsletter gives a brief summary of the broad asset classes for the...
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Who's ready to contribute in 2019?

Dec 31, 2018
Categories
Taxes
Budgeting
Financial Planning
Liz Clough CFP® AIF®
As we get ready to put another year in the history books, we’re also busy getting ready for next year. Every fall, the...
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Rembert Pendleton Jackson 
7647 Leesburg Pike, Falls Church, VA 22043
703-821-6655 | 877-821-6655
Fax: 703-821-2928

*Not FDIC Insured *No Bank Guarantee *Not a Bank Deposit
*Not Insured by Any Government Agency *May Lose Value

 

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