Cody Robertson

Cody Robertson writes about automated investing the way a tinkerer talks about machinery, curious about what's happening under the hood of robo-advisors and algorithmic rebalancing tools. His pieces favor plain analogies over jargon, unpacking risk tolerance questionnaires and portfolio drift with patience. He's especially drawn to how automation reshapes decisions once made by instinct alone.

5 articles

Tax Refund Boost: 6 Proven Strategies To Try

A bigger tax refund usually comes down to a handful of deliberate moves made well before you file: adjusting your paycheck withholding, funneling money into tax advantaged accounts, and claiming…

Jul 21, 2026

Personal Finance

Best News Today Top Stories You Need to Know Now

Chasing the single best news source for your money is the wrong goal. Here is the small, deliberate mix that actually works.

Jul 19, 2026

Personal Finance

Best News Sources to Follow for Reliable Reporting Today

There's no single best news source, but there is a smart way to pick a handful that cover your blind spots. Here's how to rank and combine them.

Jul 19, 2026

Taxes

Tax Strategies High Earners Should Use To Cut Taxes

A new tax law made key TCJA provisions permanent while raising the SALT cap and reshaping other rules. Here's what high earners still need to know before filing 2025 returns.

Jul 15, 2026

Strategies

Capital Gains Tax: 7 Rules and Asset Types Explained

Selling stock, a house, or even furniture for more than you paid triggers a capital gain. Here's how short term and long term rates differ, and what actually determines your…

Jul 10, 2026