Robertson Stephens Ranked in ‘Top 50 Fastest Growing Firms’ by FA Magazine
The firm ranked #7 on the list, recognized for its rapid national growth San Francisco, CA – August 4, 2022 – Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) has been featured in ‘FA Mag’s Top 50 Fastest – Growing RIA Firms’, ranking at number seven. The list of Top 50 Fastest-Growing Firms measures growth of […]
Anticipation Building
August 4, 2022 Good morning, I suspect the moment of truth for our now 3wk old rally is fast approaching. While one can not really look past tomorrow’s July employment report, its importance likely pales in comparison to next week’s inflation numbers (especially the CPI on Wednesday). Somewhat poetically, recall that the current rally started […]
Is A Verdict In Our Midst?
August 2, 2022 Good morning, I apologize for yesterday’s unannounced missed note – some readers worry when that happens, and I appreciate that. I overestimated, not for the first time, my on-road digital connectivity. Starting Saturday morning, Sara (our freshly minted graduate) and I drove her worldly possessions x-country to her new home, NYC! So […]
July 2022 Monthly Letter
The stock market’s July performance was the living embodiment of the notion that the stock market is not the economy. Yes, they are related and even positively correlated over very wide time spans (years) but their moves are often diametrically opposed when viewed in daily, weekly and monthly time periods. The reason is simple to […]
Sorry to Say Good-bye To July
July 29, 2022 Good morning, Financial news broadcasters and headline writers alike are flummoxed over the equity optimism rolling on this morning (Futures + 0.5%) in the face of broad economic pessimism. Even more perplexing is the massive beat from European GDP figures this morning and the irony of European growth crushing that in the […]
2022 Mid Year Outlook Webinar
July 21, 2022 – With the 1st half of 2022 behind us, our Chief Economist Jeanette Garretty and Chief Investment Officer Stuart Katz discuss their economic and market outlooks for the 2nd half of the year. Head of Wealth Planning Mallon FitzPatrick will also share financial planning advice to keep in mind for the remainder […]