Jody Robinson

Jody Robinson JODY ROBINSON, CFP®
Investment and financial planning. Author of Money Messages Available by appointment. Serving nationwide.

JODY ROBINSON, CFP® brings over a decade of financial services experience to the table to help you with personalized service and solutions for your financial planning and investment needs. Locations to serve your needs in Chicago and Oak Lawn, or via video and phone conference.

The S&P 500 is ubiquitous. Ever wonder how it works?
09/02/2026

The S&P 500 is ubiquitous. Ever wonder how it works?

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

AI and Federal Reserve policy may seem like separate topics, but both are shaping the economic outlook.While the Fed rem...
09/02/2026

AI and Federal Reserve policy may seem like separate topics, but both are shaping the economic outlook.

While the Fed remains focused on inflation and the labor market, AI could have a more lasting impact through productivity and economic growth. The challenge is determining how quickly these benefits will materialize.

For investors, separating short term uncertainty from longer term trends is key. Productivity, innovation, and economic growth can have a lasting impact on markets, even as Fed policy continues to shift.

The Fed influences the cycle.
Productivity can shape the future.

Read this week's to learn more:

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?

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save a...
09/01/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

See how much you may need to save now to cover future college costs for your child.

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need...
08/31/2026

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need for proactive measures to protect against this pervasive threat.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

We all want to know, “What’s next for the financial markets?” But no one knows for sure.
08/30/2026

We all want to know, “What’s next for the financial markets?” But no one knows for sure.

We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"

The investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
08/29/2026

The investments you’ve made in your life so far have helped prepare you for the future. We can help, too.

You’ve made investments your whole life. Work with us to help make the most of them.

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun vi...
08/28/2026

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun video.

Learn about cyber liability insurance in this entertaining video.

Do global and international mutual funds complement or conflict with each other?
08/27/2026

Do global and international mutual funds complement or conflict with each other?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Tariff refunds, rising deficits, and a national debt exceeding $40 trillion have added to concerns around the U.S. fisca...
08/26/2026

Tariff refunds, rising deficits, and a national debt exceeding $40 trillion have added to concerns around the U.S. fiscal outlook.

Yet markets have continued to reach new highs, highlighting an important lesson for long term investors: headlines do not always translate into lasting portfolio impacts.

Trade policy and fiscal challenges matter, but history shows that markets have navigated many different economic and political environments. Maintaining perspective and a balanced portfolio remains key to staying focused on long term financial goals.

Fiscal uncertainty can create headlines.
Perspective helps investors stay focused.

Read this week's to learn more:

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?

The key to healthcare in retirement might be a patchwork of different choices.
08/26/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

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