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.

Are you considering a FIRE retirement? Learn the basics here.
07/22/2026

Are you considering a FIRE retirement? Learn the basics here.

This short, informative article teaches the basics of the FIRE movement.

Artificial intelligence is reshaping markets, but the opportunity extends far beyond a handful of technology companies.B...
07/22/2026

Artificial intelligence is reshaping markets, but the opportunity extends far beyond a handful of technology companies.

Behind every AI application is a complex ecosystem that includes semiconductor manufacturers, data centers, infrastructure providers, and software companies. As AI adoption grows, investors are weighing whether today's significant investments will translate into long-term productivity and earnings growth.

While AI remains one of the most important investment themes today, elevated valuations and evolving demand reinforce the importance of maintaining a diversified portfolio and a long-term perspective.

AI is bigger than a few stocks.

Long-term investing requires seeing the bigger picture.

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?

What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own bu...
07/21/2026

What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.

Learn about the average American budget in this fun and interactive piece.

Looking for the latest tax bracket changes? Use this handy reference guide to save time.
07/20/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, m...
07/19/2026

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Could you find acres of diamonds in your own backyard? Watch this video.
07/18/2026

Could you find acres of diamonds in your own backyard? Watch this video.

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
07/17/2026

Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

A home is the single largest financial commitment for most people. What mortgage fits you best?
07/16/2026

A home is the single largest financial commitment for most people. What mortgage fits you best?

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

It’s possible to avoid these classic retirement traps, with a little preparation.
07/15/2026

It’s possible to avoid these classic retirement traps, with a little preparation.

Beware of these traps that could upend your retirement.

Cash plays an important role in every financial plan, but holding too much can come with hidden costs.With inflation sti...
07/15/2026

Cash plays an important role in every financial plan, but holding too much can come with hidden costs.

With inflation still above short-term cash yields, excess cash may lose purchasing power over time. While savings accounts and money market funds are valuable for near-term needs and emergency reserves, long-term financial goals often require assets that have greater potential to grow and outpace inflation.

The key isn't avoiding cash—it's making sure your cash allocation aligns with your financial plan, time horizon, and long-term objectives.

Cash has a purpose.
So does staying invested.

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?

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