Trump Accounts: What Families Should Know About the New Child Savings Option
What Families Should Know about the New Trump Account Earlier this month, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law, which included a variety of new child-friendly tax provisions. Among them is a new child savings account called a “Trump Account”. While Trump Accounts may help some families on the margins, […]
Investment Commentary – July 28, 2025
Executive Summary We believe the tariff situation represents more of a consumption tax that will be more similar to a one-time price adjustment than stoking runaway inflation expectations. We also believe that housing is an important component of inflation metrics, where home prices have been recently deflating across the country, and mortgage rates remain elevated. […]
Economic Commentary – July 28, 2025
Occasionally, the amount of economic data made available in a short time can seem overwhelming. Such is the case this week, where the “main event” is the Federal Open Market Committee (FOMC) meeting on Wednesday, but inflation, employment, consumption, and housing data for Q2 and July all appropriately deserve equal attention. Thankfully, much of the important data will […]
One Big Beautiful Bill Act and Its Impact Webinar
Chief Economist Jeanette Garretty and Head of Wealth Planning Mallon FitzPatrick break down the impact of the One Big Beautiful Bill Act (OBBBA) on your financial plan.
Robertson Stephens Continues Its Growth in New York
Wealth Manager Leah Hokenson Joins Robertson Stephens New York Office July 28, 2025 – Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) continues to grow its presence in New York. Leah Hokenson joins as Managing Director and Principal, specializing in comprehensive wealth management for artists, art collectors, and entrepreneurs worldwide. Robertson Stephens manages $7.5 billion in […]
Deluge Ahead – July 28, 2025
Good morning, Futures are modestly higher this morning (+0.2%), building on Friday’s record close following news weekend news of a trade deal between the U.S. and EU. One more log of uncertainty has been removed from the fire ahead of what promises to be a deluge of data and earnings for the markets this week. […]