Jody Robinson

A home warranty may make sense, but you need to set proper expectations.

Making Sense Of A Home Warranty Understanding the value of a home warranty.

The Federal Reserve’s latest rate hike reflects a familiar challenge: monetary policy can respond to inflation, but it cannot directly address the underlying forces driving it.

With higher oil prices contributing to persistent inflation, the Fed raised rates by 0.25% in September. For investors, the bigger takeaway is that Fed decisions are only one part of a much broader economic and market environment.

History shows that markets have continued to grow through countless rate changes, economic shocks, and periods of uncertainty. Staying focused on long-term goals and maintaining a balanced portfolio can be more important than reacting to each Fed decision.

Read this week’s to learn more:

Portfolio Manager Insights | Beyond the Headlines: Fed Rate Hikes and Long-Term Portfolios — 9.23.26 An important yet counterintuitive issue for investors is that long-term interest rates have risen despite the Fed’s latest cuts. Why is this happening and how does it impact investor portfolios?

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

Preparing for the Expected You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.

The Most Overlooked Item of Any Home Improvement The item most homeowners forget on their home improvement project checklist is insurance.

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Questions to Ask About Medicare Take the guesswork out of your IEP or SEP with this helpful article.

Feel empowered with this step-by-step guide to reviewing your life insurance needs.

Reviewing Your Life Insurance Needs Learn how the review process works and how it may help you better understand your Life Insurance.

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

Qualifying For Medicare Under Age 65 You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

Wall Street has a lot of cliches. How many do you know?

16 Wall Street Cliches in 60 Seconds Pundits say a lot of things about the markets. Let's see if you can keep up.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

Managing an Inheritance A windfall from a loved one can be both rewarding and complicated.

The stock market is broader than the major indices suggest. While headlines often focus on large cap growth stocks and artificial intelligence, other areas of the market can perform very differently.

This year, value stocks, small cap companies, and international markets have outperformed in several areas, with valuations that are generally more attractive than those of the largest U.S. growth stocks.

The key for long term investors is not predicting which style, size, or geography will lead next. It is maintaining a balanced portfolio that can participate across different market environments.

The market is bigger than the headlines.

Balance matters for long term investing.

Read this week’s to learn more:

Portfolio Manager Insights | A Closer Look at the Stock Market: Style, Size, and Regions — 9.16.26 An important yet counterintuitive issue for investors is that long-term interest rates have risen despite the Fed’s latest cuts. Why is this happening and how does it impact investor portfolios?