Jody Robinson

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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.

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.
10/15/2026

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Four years ago, the S&P 500 hit its lowest point of the 2022 bear market. Today, the index has more than doubled, highli...
10/14/2026

Four years ago, the S&P 500 hit its lowest point of the 2022 bear market. Today, the index has more than doubled, highlighting how dramatically market conditions can change over time.

As the bull market enters its fifth year, strong corporate earnings and economic resilience have helped drive markets to new highs. While valuations remain elevated in some areas, this milestone is also a reminder that uncertainty and volatility are natural parts of investing.

Rather than trying to time the next market shift, long term investors benefit from maintaining a balanced portfolio and staying focused on their financial goals.

Markets can change quickly.
Perspective and discipline matter.

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 would you do if your beloved dog caused some damage where a mere apology wasn’t enough?
10/14/2026

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Extended care refers to services needed by those who have a chronic illness or disability.
10/12/2026

Extended care refers to services needed by those who have a chronic illness or disability.

Understanding the types of extended care services—and what those services could cost—may be critical.

It isn't whether you should have auto insurance - it's what kind you should have.
10/11/2026

It isn't whether you should have auto insurance - it's what kind you should have.

What kind of auto insurance should you have? Do you know?

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
10/10/2026

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
10/09/2026

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

There are four basic steps to calculating the value of an estate.
10/08/2026

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

A disability could keep you from work and increase costs. How can you protect yourself?
10/07/2026

A disability could keep you from work and increase costs. How can you protect yourself?

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

The U.S. dollar has strengthened significantly over the past year, supported by higher real interest rates and its role ...
10/07/2026

The U.S. dollar has strengthened significantly over the past year, supported by higher real interest rates and its role as a safe haven during periods of uncertainty.

A stronger dollar can benefit consumers and lower the cost of imports, but it can also create headwinds for U.S. exporters and international investments.

For long term investors, currency movements are another reminder of the value of diversification. Holding a balanced mix of domestic and international assets can help investors navigate shifts in currencies, interest rates, and global economic conditions.

The dollar can move quickly.
A balanced portfolio can provide perspective.

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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Burr Ridge, IL

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