Short & Sweet & Maybe
October 13, 2021 Good morning, This week truly gets going this morning with the official start of earnings season and the release of inflation’s CPI. Persistent, mildly elevated volatility has dampened index performance for the past two relatively news-free days – the S&P 500 is off about 1 percent for Mon/Tue. JPM’s earnings release early […]
Robertson Stephens Expands Bay Area Presence, Reaches Over $3.3 billion in Assets
Firm expands pension consulting services with wealth manager Rick Tasker joining to establish Santa Rosa office San Francisco, Calif.— October 13, 2021—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) further grows its national presence by opening an office in Santa Rosa, CA. Wealth manager, Rick Tasker, joins as Managing Director and Principal, bringing over $850 million […]
Everything You Need to Know About Long Term Care (LTC) Coverage
Helping clients manage longevity risk is a much better strategy than tackling the ballooning costs of long-term care. By Mallon FitzPatrick, As published in Rethinking65 October 12, 2021 – Covering the costs of health and personal care needs in the final years of life is an inevitable financial burden for most people. Despite the ballooning […]