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RPJ Insights

Leslie Irby, CFP®, AIF® | Jan 1, 2020

4th Quarter 2019 Newsletter

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?

 

Click here to read more. 

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Brett Roper, CFP®, AIF® | Dec 20, 2019

Stop and smell the roses!

Lifestyle
Brett Roper CFP® AIF®

Our main focus as fiduciary advisors is understanding our clients' goals and providing objective advice to achieve these goals.  We start with a focus on

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Liz Verdi, CFP®, AIF® | Dec 17, 2019

CNBC Top 100 Financial Advisors

Financial Planning

We are pleased to have been selected for the CNBC Top 100 Financial Advisors!

https://www.cnbc.com/2019/10/10/rembert-group---cnbc-top-100-financial-advisors

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Daniel Jackson, CFP® | Nov 15, 2019

Budgets: Where to Begin

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 the two-a-day practices you used to

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Leslie Irby, CFP®, AIF® | Oct 1, 2019

3rd Quarter 2019 Newsletter

Quarterly Newsletter
Les Irby CFP® AIF®

Let's talk recessions! Our latest newsletter tackles this ever looming fear and its effects on the market. 

 

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John Wolff, CFP®, AIF®, EA | Sep 16, 2019

Don’t let diminishing mental capacity leave you at risk

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 nature running its course, one of the

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Elizabeth Verdi, CFP®, AIF® | Aug 18, 2019

Beware the fraudster!!!

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, almost made up. Why not use the terms

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Brett Roper, CFP®, AIF® | Jul 12, 2019

Why I Chose to Cut the Cord on Cable TV!

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 to more fixed expenses like housing and

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Leslie Irby, CFP®, AIF® | Jul 1, 2019

2nd Quarter 2019 Newsletter

Quarterly Newsletter
Les Irby CFP® AIF®

The ever present question of portfolio construction as you near retirement... our latest newsletter discusses the challenges around this important issue. 

 

C

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Daniel Jackson, CFP® | Jun 18, 2019

The FAANGS of the Market

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 responsible for carrying the U.S. Stock

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Elizabeth Clough, CFP®, AIF® | May 28, 2019

Who's ready for vacation?

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 like living a different life for a few

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John Wolff, CFP®, EA | May 3, 2019

Tax Advantages of 529 Plans

529
Education
Financial Planning
Taxes
John Wolff CFP® AIF® EA
Tax Advantages of 529 Plans
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Leslie Irby, CFP®, AIF® | Apr 12, 2019

1st Quarter 2019 Newsletter

Quarterly Newsletter
Les Irby CFP® AIF®
1st Quarter 2019 Newsletter
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Elizabeth Verdi, CFP®, AIF® | Apr 5, 2019

Don't procrastinate - Check your beneficiaries!

Financial Planning
Insurance
Liz Verdi CFP® AIF®
Don't procrastinate - Check your beneficiaries!
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Brett Roper, CFP®, AIF® | Feb 11, 2019

Reflections by Don Rembert

Fiduciary
Financial Planning
Don Rembert CFP® AIF®
Brett Roper CFP® AIF®
Reflections by Don Rembert
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Leslie Irby, CFP®, AIF® | Jan 15, 2019

4th Quarter 2018 Newsletter

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 full calendar year 2018.
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Elizabeth Clough, CFP®, AIF® | Dec 31, 2018

Who's ready to contribute in 2019?

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 IRS provides guidance for making

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Rembert Pendleton Jackson 
1945 Old Gallows Road, Suite 750 | Vienna, VA 22182
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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