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News

Higher Taxes, Slow-Rising Inflation On The Way

FA Magazine By Karen DeMasters on Feb 23, 2021 Veteran investors are still concerned about the economy, but the economic growth rate is too large to ignore. Jeanette Garretty explains why, and how every American can participate in the

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Filed Under: News Tagged With: Jeanette Garretty

Robertson Stephens and StratiFi Technologies Announce New Partnership

Strengthening client-advisor relationships through award-winning risk evaluation tool SAN FRANCISCO, February 18, 2021—StratiFi, developer of award-winning PRISM Rating™ technology for financial advisors, and Robertson Stephens have announced a

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Filed Under: News Tagged With: technology, vikram chugh

Stuart Katz on TD Ameritrade Network

Our CIO Stuart Katz joined ‘Morning Trade Live” at TD Ameritrade Network with Oliver Renick to discuss selective equity risk assets and thematic opportunities, including ESG and Sustainable Investing, investors should be considering.  Watch Stuart’s

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Filed Under: News Tagged With: ESG, Investment Office Insights, Stuart Katz, Sustainable Investing

Mallon Fitzpatrick on TD Ameritrade Network

February 4, 2021 Mallon Fitzpatrick speaks with TD Ameritrade Network's Nicole Petallides on 'Market Overtime' about getting comfortable with taking risk, or risk tolerance.  How much is risk do you need to take to achieve your goals?  Watch the

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Filed Under: News

Robertson Stephens Named Finalist in the 2021 Family Wealth Report Awards

The Wealth Management Firm Is Being Recognized for Its Use of Technology February 4, 2021 - We are pleased to announce that Robertson Stephens has been shortlisted for the 2021 Family Wealth Report Awards in the Implementation of Tech

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Filed Under: News

Robertson Stephens Further Expands Southwestern Presence

Wealth manager Christopher Knapp joins to establish Houston office San Francisco, Calif.— February 2, 2021—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) further grows its presence in the Southwest by opening an office in

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Filed Under: News

Jeanette Garretty on TD Ameritrade Network

January 13, 2021 Jeanette Garretty speaks with Nicole Petallides on TD Ameritrade Network talking about inflation risks for long term portfolios and her reaction to the new consumer price index.  Watch here. Disclosure  Investment

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Filed Under: News Tagged With: Economic Insights, Inflation, Jeanette Garretty

Investors’ Dilemma: Buy Stocks in Growing China, or Not?

CIO Magazine By Lawrence Light on January 12, 2021 Stuart Katz spoke with Lawrence Light to discuss why investing in China is a necessity, and when he sees their economy "inevitably" passing the United States. Despite all this, to a likely

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Filed Under: News Tagged With: China, Investment Office Insights, Stuart Katz

Dow ends at record high despite Capitol siege by mob protesting change of power in Washington

MarketWatch by Joy Wiltermuth on January 6, 2021 Chief Economist, Jeanette Garretty, shares her thoughts on what the new political landscape may entail. “The key is the possible change in the landscape of political power in Washington, D.C.

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Filed Under: News Tagged With: Jeanette Garretty

The 2021 US Economic Outlook and its Wealth Management Challenges

Jeanette Garretty, Chief Economist, December 29, 2020 As published in wealthmanagement.com Although clients will start 2021 buoyed by portfolios that have appreciated and pandemic risk that may be subsiding, numerous uncertainties and risks

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Filed Under: Insights, News Tagged With: Economic Insights, Jeanette Garretty

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  • Contact Us

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