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The Blog

Jeffrey Baumert

Jeffrey A. Baumert serves as the Chief Operating Officer for RAA. Jeff joined RAA in 2016. Prior to RAA, Jeff was a partner and Chief Investment Officer with Advisor Financial Services which integrated operations with RAA. Jeff has been in the financial services industry since 1998. In 1996, he was hired as a pilot for a major US airline and maintains his active pilot status. After a 27-year career he retired as a Colonel from the United States Marine Corp. Jeff earned a BS in Materials Science Engineering from Virginia Tech and holds the Certified Investment Management Analyst® certification.
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Recent Posts

On the Arrival: Thinking About Retirement Well Before Retirement

Posted by Jeffrey Baumert on Mar 3, 2017 2:23:32 PM


You’ve worked hard and logged tens of thousands of hours transiting the globe. Along the way, you’ve deftly handled a handful of minor emergencies, and perhaps even one or two that left your knees weak.

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Topics: Financial Planning

What Uncle Sam Giveth, Uncle Sam Taketh Away

Posted by Jeffrey Baumert on Dec 5, 2016 5:00:00 PM


IRAs are a great tool for building up a retirement nest egg. With traditional IRAs, you get to make contributions that are either pre-tax or post-tax, and then let the money grow until you retire, deferring tax on the pre-tax contributions and the growth.

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Topics: Financial Planning

Epistemic Limitations

Posted by Jeffrey Baumert on Aug 1, 2016 3:00:00 PM


There is a quote by Donald Rumsfeld that says, “There are known knowns. These are things we know that we know. There are known unknowns. That is to say, there are things that we know we don't know. But there are also unknown unknowns. There are things we don't know we don't know.” 

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Topics: Financial Planning