Rob Leiphart, CERTIFIED FINANCIAL PLANNER tm

Rob Leiphart, CERTIFIED FINANCIAL PLANNER tm Independent CFP® professional focused on simplifying the complexities of financial decision making.

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 minimizi

ng 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

Many have heard they should avoid probate; do you understand what probate is and how it works?
06/07/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

You’re the conductor of your 401k, IRA and taxable savings.
06/06/2026

You’re the conductor of your 401k, IRA and taxable savings.

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 U.S. and Canadian Markets Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East. The Nasdaq Composite, which rose 15.29 percent in April, tacked on another 8.36 percent. The Standard & Poor...

Wondering about your choices for putting aside money for retirement? Learn more about your options.
06/04/2026

Wondering about your choices for putting aside money for retirement? Learn more about your options.

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Being healthy may help your personal finances.
06/03/2026

Being healthy may help your personal finances.

Being healthy not only makes you feel good, it may also help you financially.

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.
06/02/2026

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
05/31/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

The average retirement lasts for 18 years. Are you prepared to fill that many days?
05/30/2026

The average retirement lasts for 18 years. Are you prepared to fill that many days?

The average retirement lasts for 18 years. What will you do with your days?

To make money harder to copy, there have been continual changes to the artwork, paper and ink.
05/28/2026

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Learn how to maximize your Qualified Charitable Distributions!
05/27/2026

Learn how to maximize your Qualified Charitable Distributions!

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

Address

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

Website

https://myhybridretirement.com/

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