Higher Interest Rates Weigh on Stocks in the Third Quarter

By John Lau,CPA, CFP® October 2, 2023 – The S&P 500 started the third quarter largely the same way it ended the second quarter – with gains.  Stocks rose broadly in July thanks primarily to “Goldilocks” economic data, meaning the data showed solid economic growth but not to the extent that would have implied the […]

Keith Larkin on Smart Money Circle Podcast

October 2, 2023 – Principal & Managing Director, Keith Larkin appeared on Smart Money Circle podcast sharing timeless advice with listeners, reflecting on his current role at Robertson Stephens as well as how he got to where he is today. “The passion really was working with clients and trying to help them with solutions that I saw some clients had […]