Jody Robinson

May offered a reminder that strong markets can coexist with uncertainty.

The S&P 500 reached new all-time highs, even as investors navigated rising interest rates, inflation concerns, geopolitical developments, and a transition in Federal Reserve leadership.

While headlines often focus on short-term risks, long-term investors benefit most from maintaining perspect ive and staying committed to a well-diversified portfolio.

Market cycles will always bring new challenges.
The principles of disciplined investing remain unchanged.

Read this week's to learn more:

Portfolio Manager Insights | Monthly Market Update for May 2026: New Highs, IPOs, Inflation, and a new Fed Chair — 6.3.26 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?

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day might really cost.

Wedding Budget Calculator Estimate total wedding costs and see how different choices affect your overall budget.

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Critical Estate Documents Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Long-Term-Care Needs Estimate potential long-term care costs and what coverage may help address them.

For a small business, the loss of a key person could cause financial hardship.

Protecting Your Business from the Loss of a Key Person Business owners may be able to protect themselves from the financial consequences of losing a key employee.

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72 in action.

The Power of Interest - How Long Will it take My Money to Double? Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Trends in Charitable Giving Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could reduce what you pay over time.

Student Loan Refinance Calculator Compare your current student loan terms to a potential refinance to see if it makes sense.

Investors have plenty to celebrate as the S&P 500 surpassed 7,500 for the first time, supported by strong earnings growth, AI enthusiasm, and renewed IPO activity.

At the same time, rising interest rates and elevated valuations are reminders that markets never move higher without challenges. Higher bond yields are also creating new opportunities for income and diversification across portfolios.

While technology continues to lead, maintaining balance across sectors and asset classes remains critical in today’s environment.

Strong markets create opportunity.
Diversification helps manage the risks that come with them.

Read this week’s to learn more:

Portfolio Manager Insights | Portfolio Perspectives: Tech Stocks, IPOs, and Higher Interest Rates — 5.27.26 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?

Can group and private disability policies work together?

Can Group, Private Disability Policies Work Together? Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.