2025 and Beyond: Investment and Wealth Planning Outlook Webinar
Jan 24, 2025 – Chief Investment Officer Stuart Katz and Head of Wealth Planning Mallon FitzPatrick have a conversation moderated by Chief Economist Jeanette Garretty as they offer their perspective on markets and wealth planning. Disclosures Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not […]
Shocking But Not Uncharted Territory
January 27, 2025 Good morning, In investing, a good investment policy manages two kinds of future event risks: known unknowns and unknown unknowns. Known unknowns are the risks that are known to exist but are not fully understood. They are things we are aware of but cannot accurately quantify their impact. The market mechanism (auction-based […]
Investment Commentary – January 27, 2025
Last week, stocks experienced a slight pause near record highs, but the market still secured its strongest start to a presidential term since Ronald Reagan took office in 1985. In addition, On Friday, the S&P 500 slipped 0.3%, the Nasdaq 100 dropped 0.6%, and the Dow Jones Industrial Average declined 0.3%. A Bloomberg Index tracking […]
Economic Commentary – January 27, 2025
This week, the Federal Open Market Committee meeting is expected to introduce a new monetary policy concept: The Pause. Of course, there is no such theory called “The Pause,” and there is not much theory behind this (in)action. Monetarists believe there is a theory that governs the correct level of money supply for the level of […]
Wildfire Insurance Claims and Mortgage Payments: What Homeowners Must Know
The Impact of Wildfires on Insurance Claims and Mortgage Payments The recent wildfires in Los Angeles brought attention to an important issue regarding insurance claims for homeowners with mortgaged properties. Many homeowners are surprised to learn that when their property sustains structural damage, the insurance check for the full insured amount is sent directly to […]