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
News
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
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.
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
China Poised to Recast Portfolio Construction
Stuart Katz, Chief Investment Officer, December 29, 2020 As published on wealthmanagement.com The pandemic this year has forced us as wealth managers to abruptly adopt new technology, rebuild workplace culture, and dramatically rethink how we
Dow futures slump as election results tighten
MarketWatch by Joy Wiltermuth on November 4, 2020 Jeanette Garretty discusses the economic outlook in the midst of election returns. Garretty believes there is still uncertainty of the outcome, and investor focus will go back to the economy and
Promise of Private Debt Burns Bright—With a Big If
CIO Magazine By Larry Light, October 27, 2020 Chief Investment Officer, Stuart Katz, discusses how he believes private debt can navigate volatility and what potential challenges may lie ahead for the asset class. "What’s more, said Stuart
CIO Stuart Katz on Nasdaq Tradetalks
NASDAQ Trade Talks Jill Malandrino, Interview, October 23, 2020 Stuart Katz, Chief Investment Officer, talks about the upcoming 2020 election and its impact on investment portfolios, key policy priorities and investment themes. Watch the video
Pam Friedman Joins Association of Divorce Financial Planners (ADFP) Board of Directors
Robertson Stephens’ Pam Friedman brings leadership, commitment and experience to the divorce financial planning community San Francisco, Calif.— October 13, 2020 – Association of Divorce Financial Planners, or ADFP, has announced that Pam
Dow logs over 500-point gain as investors eye fiscal stimulus prospects
MarketWatch By Joy Wiltermuth and Sunny Oh, October 7, 2020 Our Chief Economist, Jeanette Garretty, shares her insights on the economic future and the possibility of a COVID-19 vaccine. “We’ve spent so many months thinking, will we survive
