Declining Inflation and Resilient Growth Push Stocks Higher in Q2

By John Lau July 5, 2023 – The second quarter of 2023 saw an acceleration of the tech sector outperformance witnessed in the first quarter, as “AI” enthusiasm drove several mega-cap tech stocks sharply higher. Those strong gains resulted in large rallies in the tech-focused Nasdaq and, to a lesser extent, the S&P 500 as […]

Why wealth managers should celebrate stalemates in the never-ending cybersecurity battle

July 5, 2023 – Chief Operating Officer and Principal, Vikram Chugh was featured in Financial Planning to discuss ‘Why wealth managers should celebrate stalemates in the never-ending cybersecurity battle.’ “When we are onboarding a vendor, we want to make sure their cybersecurity policy is consistent with our needs and with what we have promised to […]

Robertson Stephens Continues Its Northeastern Expansion

Wealth manager Tom Hagerstrom leads Robertson Stephens 4th Northeast office in Madison, NJ SAN FRANCISCO, July 5, 2023 /PRNewswire/ — Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) has further expanded its presence in the northeast by welcoming Haymarket Wealth Management (“Haymarket”), a Madison, NJ registered investment advisor managing approximately $285 million in advisory assets. Haymarket’s Founder, Tom Hagerstrom, will join Robertson Stephens as Managing Director and […]