Chief Economist Jeanette Garretty on Bloomberg: The Asia Trade
July 4, 2025 – Chief Economist Jeanette Garretty was interviewed on Bloomberg: The Asia Trade. She breaks down the potential economic impact of the One Big Beautiful Bill Act. Watch Jeanette below at 24:52.
Stocks Complete an Impressive Rebound in Q2
By John Lau, CPA, CFP® July 2, 2025 – Market volatility spiked in the second quarter as the S&P 500 dropped sharply in early April following the announcement of sweeping reciprocal tariffs, although those initial losses were slowly and steadily recouped over the remainder of the quarter as initial tariff rates were reduced while economic […]
5 Game-Changing Retirement Planning Financial Moves in Your 50s
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 […]
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
FOMO / PCE / BEACH – June 27, 2025
Good morning, U.S. stocks have surged so far this week, with the S&P 500 up approximately 2.9% and the Nasdaq gaining 3.7%—both nearing or reaching record highs. This rally has been fueled by strong earnings, falling Treasury yields (resulting in rising bond prices), and a reduction in perceived geopolitical risks. Technology stocks continue to lead, […]
Chief Economist Jeanette Garretty on Bloomberg Businessweek Daily
June 26, 2025 – Chief Economist Jeanette Garretty joined Bloomberg Businessweek Daily to share her perspective during the Drive to the Close segment. Tune in at 35:00 for her insights on the current market outlook and the potential challenges investors may face ahead.Listen here.
Weekend Events – Markets’ Muted Reaction – June 23, 2025
Good morning, The idea that financial markets are cold and unfeeling in the face of major geopolitical events is getting some support from this morning’s price action. While the weekend airstrikes haven’t yet prompted a direct response from Iran, most asset prices have already unwound the risk premium that was priced in on Sunday night’s […]
Chief Economist Jeanette Garretty on BloombergTV
June 19, 2025 – Chief Economist Jeanette Garretty was interviewed yesterday on BloombergTV. She discusses why “wait and watch” is the Fed’s only real option right now—and Powell seems surprisingly at ease with the current economic outlook. Hear why Jeanette thinks rate cuts aren’t coming anytime soon in this sharp analysis, starting at 10:30. Watch Jeanette […]
More Uncertainty for a Compressed Week – June 16, 2025
Good morning, Although the weekend headlines were dramatic, they apparently weren’t dramatic enough to really rattle markets this morning. As of 8 am EDT, futures are up +0.65%, and bonds have given back Friday’s gains. Same story globally—equities are bouncing even as tensions in the Middle East continue. Maybe investors are taking their cue from […]
After the Disaster: An Expert’s Guide to Deciding Whether to Rebuild or Relocate
As published in Kiplinger A home is more than an asset — it’s where milestones are celebrated, memories are made, and a sense of stability is anchored. The emotional and financial impact can be profound when a natural disaster strikes. And once the immediate damage is assessed, a more complex question emerges: Should we rebuild […]
Economic Commentary – June 9, 2025
The growing contrast between business sentiment, largely expressed via interviews and industry reports, and “hard” macroeconomic data like employment prompts the immediate thought that “Something’s Gotta Give.” Further amplifying the uneasy tenor of the current moment is the apparent difficulty the Bureau of Labor Statistics is having in getting its monthly survey of nonfarm payrolls […]