Rob Leiphart, CERTIFIED FINANCIAL PLANNER tm

07/19/2026

The S&P 500 is ubiquitous. Ever wonder how it works?

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

07/18/2026

When it comes to investing, you may be your own worst enemy.

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

07/16/2026

[Video] Agent Jane Bond wants you to know about the basics of the bond market.

Agent Jane Bond is on the case, cracking the code on bonds.

07/15/2026

Markets can be unpredictable, but solid investment principles remain constant. Discover how diversification, asset allocation, and consistent investing may help you navigate good times and challenging periods.

Learn about key investment principles that will help you navigate the unpredictability of the financial markets.

07/14/2026

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72 in action.

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

07/12/2026

Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

Explore how compound interest can grow your money over time with this interactive tool.

07/11/2026

The stock market has a long and storied history, from the Dutch East India Company to Wall St.

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

07/10/2026

A financial plan can be long, polished, and detailed.

But if you finish reading it and still do not know what to do next, something is missing.
Good planning should create clarity.
What needs attention first?
Taxes?
Retirement income?
Risk?
Estate planning?
Old accounts?
Cash flow?
Advisor compensation?
Most people do not need fifty action items.
They need the right next few steps, in the right order, based on their life.
Because progress usually starts with clarity, not complexity.
If your plan looks impressive but still leaves you unsure what to do next, schedule a 15-minute conversation.

Link in the first comment.

07/09/2026

This message provides a look at how variable rates of return impact investors over time.

A look at how variable rates of return impact investors over time.

07/09/2026

Your financial life should not be managed in separate rooms.
You may have a CPA.
An attorney.
An insurance professional.
Investment accounts.

A retirement plan.
Each person may be doing important work.
But if no one sees the full picture, important connections can get missed.
Your tax strategy affects your retirement income.
Your estate plan affects your family.
Your insurance affects your risk.
Your investments affect your flexibility.

Good planning does not mean one person does everything.
It means the right people are working from the same map.
If your financial pieces are not connected, schedule a 15-minute conversation.

Link in the first comment.