Jody Robinson

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.

Understanding Money Market Funds Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.

To Buy or Not to Buy The decision whether to buy or rent a home may have long-term implications.

The U.S. dollar influences far more than currency markets. It affects trade, inflation, interest rates, and the performance of many asset classes.

Over the past year, investors have focused on the "debasement trade" — the idea that fiscal policy and monetary decisions would lead to a persistently weaker dollar. Yet the story has become more nuanced.

As the dollar has stabilized, gold has pulled back from its highs, while Bitcoin has remained volatile despite a strong equity market. These shifts highlight how quickly market narratives can change.

Rather than chasing individual assets or headlines, investors are often better served by maintaining a diversified portfolio built to navigate different market environments.

Market narratives change.
Long-term investing principles don't.

Read this week’s to learn more:

Portfolio Manager Insights | The Dollar, Gold, and Bitcoin: Explaining Recent Volatility — 7.8.26 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?