Rob Leiphart Financial Planner

Rob Leiphart Financial Planner Financial planner and fiduciary helping professionals turn wealth into more choice, more control, and more time.

Since 2000, RB Capital Management, LLC has been a fee-based investment advisor firm specializing in hedged strategies and managed fixed-income portfolios. Our goal is to maximize your return while limiting your risk by developing diversified and personalized portfolios
* SEC-Registered Investment Adviser
* More than $900 million^ in firm Assets Under Management (AUM)
* A track record of minimizing risk and enhancing returns with proprietary investment strategies
* Firm-wide client-centric service culture; high client retention and multi-generational relationships
* Fair and transparent fees

^ as of December 31, 2025

Should gold be a part of your diversified portfolio?
10/10/2026

Should gold be a part of your diversified portfolio?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Every year since 1947, the U.S. President pens an economics textbook.
10/08/2026

Every year since 1947, the U.S. President pens an economics textbook.

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often...
10/07/2026

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital ...
10/06/2026

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.

Understanding how capital gains are taxed may help you refine your investment strategies.

Not all inflation numbers measure the same thing. From CPI to PCE, each index tracks different spending patterns—and non...
10/04/2026

Not all inflation numbers measure the same thing. From CPI to PCE, each index tracks different spending patterns—and none of them may reflect yours.

Different inflation indexes may tell different stories. Here's what that could mean for you.

Nvidia just added $150 billion to its stock buyback, and CNBC asked me what that means for everyday investors. The gist:...
10/03/2026

Nvidia just added $150 billion to its stock buyback, and CNBC asked me what that means for everyday investors. The gist: a buyback can make the numbers look better without improving the business.

Do you know how missing the best and worst market days might affect your portfolio?
10/03/2026

Do you know how missing the best and worst market days might affect your portfolio?

All about how missing the best market days (or the worst!) might affect your portfolio.

Claim Social Security at 62 and you're taking about a 30% cut in your base benefit, which I told Investor's Business Dai...
10/02/2026

Claim Social Security at 62 and you're taking about a 30% cut in your base benefit, which I told Investor's Business Daily is the real downside of claiming early. It's worth a read if that decision is coming up for you.

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your t...
10/01/2026

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your timeline and total interest paid.

See how extra payments toward your student loans could shorten your payoff timeline.

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4 Corporate Drive, Suite 482
Shelton, CT
06484

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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