Jody Robinson

What actually happens when the U.S. government shuts down?

The Big Pause This handy interactive explains which essential government services are affected by a shutdown.

The Federal Reserve has evolved significantly over time, from the era of limited communication under Alan Greenspan to today’s more transparent approach.

With Kevin Warsh beginning his term as Fed Chair, investors are asking what changes in policy and communication could mean going forward. While Fed leadership matters, history shows markets and the economy have grown across many different policy environments.

For long-term investors, the bigger drivers remain productivity, innovation, earnings growth, and maintaining a disciplined investment approach.

Fed leadership changes.
Investment principles remain.

Read this week’s to learn more:

Portfolio Manager Insights | Two Fed Eras: Greenspan’s Legacy and the Future Under Warsh — 6.24.26 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?

FDIC insurance was designed to protect your deposited funds, but do you know how?

Understanding FDIC Insurance FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experience in their first year.

What to Expect in Your First Year of Retirement A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.

How to Bake a Pie-R-A Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Health-care coverage (including Medicare) typically does not cover extended medical care.

Money that Buys Good Health is Never Ill Spent It's important to make sure your retirement strategy anticipates health-care expenses.

Learn more about whether you need to pay estimated taxes.

You May Need to Make Estimated Tax Payments If… Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.

Find That Lost Retirement Account With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

When considering a record keeping system for your business, you need to ask yourself some very important questions

Keeping Good Records is Good Business Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Markets responded positively to news of a preliminary U.S.–Iran agreement, with stocks moving higher while oil prices and interest rates moved lower.

While lower energy prices could help ease inflation pressures and support consumers, history reminds us that markets have navigated many geopolitical events over time. Long-term outcomes have typically been driven more by economic cycles, earnings growth, and staying invested than by headlines alone.

For investors, moments like this reinforce the value of maintaining portfolio balance and focusing on long-term financial goals.

Markets react.
Disciplined investors stay focused.

Read this week’s to learn more:

Portfolio Manager Insights | Special Update: New Peace Deal Framework and What It Means for Investors — 6.17.26 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?