Welcome to Roberts Financial Services, Inc

Newsletters

New SAVE Repayment Plan Offers Key Benefits

In July 2023, the Department of Education launched a new income-driven repayment plan for federal student loans called the Saving on a Valuable Education Plan.
Treasury Yields Off 17-Year Highs

While yields are off highs not seen since before the Great Recession, investors might consider some of the Treasury security types and maturities outlined in this article.
The Four-Day Workweek: Is It Destiny or a Distant Dream?

Wider use of artificial intelligence is one reason that the prospect of a four-day workweek (with no loss in pay) is now being taken seriously by companies around the world.
HOT TOPIC: Tariffs: How They Work and Potential Economic Effects

During the first two weeks of February, President Trump authorized two major tariff actions, with more likely to come. This Special Report explains tariffs and how they might affect the U.S. economy.