Roberts Retirement Group, Inc.

10/10/2026

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

10/09/2026

The average college senior graduates with credit card debt. How will your kids manage money?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

10/07/2026

The S&P 500 is ubiquitous. Ever wonder how it works?

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

10/05/2026

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch here:

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

10/03/2026

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

10/02/2026

Childhood attitudes and habits can determine your child's health in his or her adult years.

Healthy habits are one of the greatest gifts to give your child.

09/30/2026

How many credit cards do you have?

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

09/26/2026

Find out whether you are insurable before implementing a strategy using life insurance.

09/25/2026

You face sequence of returns risk. Know what it is?

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.