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Knowledge Center

Expand Your Financial Literacy All Year Round

Every year in April we celebrate Financial Literacy Month. It’s a great time to up your financial knowledge game—whether you’re just starting out or on your way to becoming a market maven.

This year, we asked David Baskin, Chair of the RPB Board of Trustees, to write a series of articles on the basics of investing. If you missed some or all of it the first time around, or are just looking to tune up your knowledge, we’ve collected links to all of the articles (and some bonus resources) here.

Learn investing basics

The ins and outs of stocks, bonds, and cash from a financial industry veteran.

Investing in Stocks Doesn’t Have to Be Risky

When you don’t worry about the day-to-day ups and downs of the market, investing in stocks can feel like a walk in the park. Read more →

Bonds on One Foot

Investors correctly view stocks as riskier and providing higher returns over time, and bonds as safer, but typically with lower returns. Why do bonds behave this way? Read more →

Cash: Trash or King?

In retirement planning, the role of cash is different across different life stages based on your financial needs and objectives at different points in your life. Read more →

Did you know?

A reminder of the “4 Rs” of the RPB Plan

Reform Jewish Values Fund

Do you know you can save for retirement and “do good” at the same time? Learn more →


Do you know you can consolidate your other qualified retirement accounts at RPB? Learn more →

Rabbi Trust Plan

Do you know about this unique benefit that lets you save more than the IRS’s annual limit? And, psst: It’s not just for Rabbis! Learn more →

Roth Contributions

Do you know you don’t pay taxes on your investment earnings when you make post-tax (Roth) contributions to your retirement account? Learn more →

Earn some bonus points

Want to know more? Here’s some easy-to-follow resources that will give your financial fitness (and peace of mind) a boost.

Estate Planning

A financial playbook for the future. It includes a will, power of attorney, and more to ensure your wishes are honored and that your loved ones are cared for. Learn more →

Choosing a beneficiary

A beneficiary is like a VIP of your financial plans. When you name them on your life insurance policy, retirement accounts, or bank accounts, they receive these assets when you pass. Learn more →

Paying off debt

Avalanche or snowball: 2 basic strategies for paying off your debt beyond the minimum payments. Learn more →

Understand credit scores

It’s a number between 300 and 850 that helps banks and credit card companies make decisions about lending you money. Learn more →

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