5 Essential Financial Planning Moves for Your 50s: Retirement, Care, and Beyond
June 30, 2025 – Head of Wealth Planning Mallon FitzPatrick, CFP®, AEP®,CLU® was quoted in Investopedia discussing essential financial planning strategies for your 50s, including preparing for retirement and future care needs. “Planning for long-term care isn’t just an expense; it’s peace of mind for future challenges,” said FitzPatrick. Click here to read more.
June 2025 Monthly Letter
The following is your June 2025 Robertson Stephens Monthly Performance Report. As you’ll see, the final month of the first half of the year closely mirrored the first in terms of market performance. The middle months proved far more challenging, as investors wrestled with uncertainty around tariff policy and war in the Middle East. In both cases—at […]
Small Cap Q2 2025 Commentary
Strong performance Continues and Fundamentals Remain Strong! The second quarter marked a strong rebound following the tariff-driven sell-off in March and April. Leading into this recovery, we consistently emphasized that the market was overlooking the fundamental strength of our portfolio companies, and we believe the market’s repricing of that strength is still in its early […]
Halftime – Bullet Point Monday – June 30, 2025
Good morning, Welcome to June 30th — the final day of the month, the quarter, and the first half of the year. It’s also Bullet-Point Monday. No Morning Note until next Monday. Wishing you a great week and an even better holiday. Be well,Mike