Welcome to Roberts Financial Services, Inc

Details 401(k) contribution and catch-up limits for maximizing savings.

This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.