Chris Knapp on Financial Planning Podcast
December 1, 2023 – Principal and Managing Director, Christopher L. Knapp appeared on Financial Planning podcast to discuss ‘How to have more impactful ESG conversations with clients.’ “If you go into a room of people and start talking about going green or going sustainable, too often what you’re going to see is people will tune you out, thinking that […]
Impactful Financial Planning Considerations For Mid-Career, High-Net-Worth Earners
As published in Private Wealth Avi Deutsch is a managing director at Robertson Stephens, where he advises on portfolio management, financial planning and social impact investing. Deutsch especially enjoys working with tech executives and entrepreneurs on exit planning, liquidating stock options and crypto assets, and planning for life after a liquidity event. Russ Alan Prince: What are […]
The Nature of Questions
November 27, 2023 Good morning, I hope you had a delightful Thanksgiving break. As U.S. trading desks go back to full staffing this morning, markets look indifferent to start the week. Equities and bonds changed little overnight, continuing last week’s trend that saw narrow closing ranges on holiday induced low volume. With only five trading weeks […]
Happy Thanksgiving
November 20, 2023 Good morning, Markets are quiet this morning as we begin the holiday-shortened week in the U.S. The one exception is the dollar, which remains on the defensive – another market (aside from stocks and bonds) prone to a short squeeze due to the largest yen short in 7 years by non-commercial traders (hedge funds). […]
3 Questions with Robertson Stephens featuring Best Selling Author, Speaker, and Consultant Rachel Kodanaz – Personal Possessions
November 16, 2023 – Chief Marketing Officer, Louis Calabrese, hosts Managing Director, Lauren Sigman and best selling author, speaker, and consultant Rachel Kodanaz to discuss strategies for categorizing and passing on personal possessions to the next generation. Disclosures Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration […]
Looks Lopsided
November 16, 2024 Good morning, Tuesday’s CPI report came in slightly lower than expected. However, judging solely by the market reaction in stocks and bonds, you would not be blamed for assuming the inflation report was one of the most dovish surprises in years. The S&P 500 Index jumped +1.9% for the best day in […]
No Change Here Despite Some Volatility
November 13, 2023 Good morning, Both the bond and stock market had something for every type of investor last week, with significant daily moves up and down for both markets. In the end, bonds gave back some of the massive gains from two weeks ago – yields moved up across the entire duration curve, just […]
The Early Poll Results – Not Great
November 9, 2023 Good morning, Last Monday we reflected on the stock and bond market’s emphatic reversals of their respective downtrends. For stocks, the S&P 500 Index (SPX) was up +5.85%, its biggest weekly gain in a year. The Russell 2000 (small caps) soared +7.6%, its best week since February 2021. We suggested that the […]
Jumping Ahead
November 6, 2023 Good morning, That was quite a rally last week in stocks and bonds (but not commodities). The S&P 500 Index (SPX) jumped +5.85% and was the weakest major U.S. index on the week. International indexes were not able to keep pace with the SPX, however. There were several reasons for the strong […]
A Spark
November 2, 2023 Good morning, Yesterday’s FOMC decision surprised no one. The Fed left its target range for the funds rate at 5.25% to 5.50%. The only noteworthy change to the statement was the inclusion of tighter financial conditions, in addition to tighter credit conditions, acknowledging higher bond yields. In his presser, Chair Powell continued […]
How Advisors Can Help Clients Solve The Roth 401(k) Puzzle
November 2, 2023 – Principal and Managing Director, Mallon FitzPatrick was featured in Financial Advisor Magazine discussing ‘How Advisors Can Help Clients Solve The Roth 401 (k) Puzzle.’ “The mega backdoor Roth can be a prudent strategy” FitzPatrick said. “Wait a month [after the initial contribution] and then move the funds.” Read the full piece here.
Jeanette Garretty on Bloomberg Daybreak: Australia
November 1, 2023 – Chief Economist and Managing Director, Jeanette Garretty appeared on BloombergDaybreak: Australia to discuss her outlook for the US economy as investors await the November Fed Rate decision. “I think that what they’re going to do is they’re going to come out and say, ‘we continue to watch the data and they will allude in […]