Preparing Grads For A Future In Investing
By Karen McClintock, CFA June 30, 2023 – About four million people will graduate from college this year* and begin establishing careers. For graduates, their relationship with money can change significantly once they have a job and pay their own bills. For families, a new set of worries emerge. Can the kids make it on their […]
Planning for Retirement AFTER You Have a Plan
By Karen McClintock, CFA May 7, 2023 – We all know the peace of mind a solid financial plan provides. And we’ve all heard about the need to carry friendships and hobbies into retirement while keeping active. People should start focusing on relationships and developing a sense of purpose that transcends work in midlife since […]
Managing Your Online Presence Before You Pass Away
By Karen McClintock, CFA February 22, 2023 – Just as you set up a living trust, it’s a good idea to set up your online accounts so that someone else can access them after you’ve passed away. It’s no fun to think about a day when we’re no longer here, but facing reality can save […]
The New Age of Grandparenting
By Karen McClintock, CFA October 31, 2022 The role of grandparents has long been to comfort, support, and even spoil their grandchildren. But in a time of rising costs, particularly for education and housing, many grandparents are finding new ways to help-whether through direct financial aid, estate planning, or simply by passing on their hard-earned […]
Rising interest rates cause pain for estate planning moves used by the ultrarich
September 27, 2022 – Managing Director and Head of Wealth Planning, Mallon FitzPatrick, CFP® was featured in Financial Planning to discuss “Rising interest rates cause pain for estate planning moves used by the ultrarich.” Higher interest rates have kickstarted a clutch of increased costs on everything from mortgages and credit card balances to car loans […]
Private Equity, the Hot Asset Class for Allocators, Faces Headwinds
September 22, 2022 – Chief Investment Officer, Stuart Katz, was featured in Chief Investment Officer Magazine to discuss ‘Private Equity, the Hot Asset Class for Allocators, Faces Headwinds.’ “It seems prudent on the 2022 vintage year,” Katz said, “But historically, that doesn’t make much sense. The heart can interfere with the head.” Read the full […]
4 Reasons On Why To Stay Invested
By Karen McClintock, CFA August 8, 2022 #1 – Keeping Things in Perspective 2022 has been a uniquely volatile year – stocks and bonds are both down for only the second time in current history. I want to share some historical content about the markets to help you navigate this volatility and keep things in […]
D. Ellen Shuman Joins Robertson Stephens Board of Directors
Wealth Manager Taps Shuman’s Institutional Investment, Endowment and Strategic Growth Expertise to Expand Board New York, NY—May 10, 2022 – Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) has expanded its parent company board with the appointment of D. Ellen Shuman as a Director. Ms. Shuman brings nearly 40 years of industry experience, with deep expertise […]
Now What?
By Jeanette Garretty, Chief Economist April 29, 2022 – First Quarter US GDP growth has landed with a resounding thud. Yes, consumer spending and business investment grew strongly, preventing the GDP growth number from being far worse than -1.4%. The preference, therefore, would be to look past the “special factors” with a negative growth impact: […]
Help Business Owners Detect Financial Blind Spots
By Michael Ridgeway April 27, 2022 – As a seasoned investor and wealth manager specializing in the needs of senior executives and business owners, I’ve seen what happens when clients running successful companies are faced with the challenge of having to make major strategic decisions with wide-ranging implications. These clients, many of whom have spent […]
Converting to a ROTH? You May Want to Think Twice
By Mallon FitzPatrick, CFP April 27, 2022 – If clients know one thing about the difference between a traditional individual retirement account (IRA) and a Roth IRA, it’s typically that the former enables “tax-deferred” contributions while the latter is designed for “after-tax” contributions. Simply put, if you believe your income tax rate is going to […]
The Most Seasoned Advisers Show No Signs of Slowing Down – Or Retiring
April 22, 2022 – While some folks scamper toward a campaign promoted as “the great resignation,” there remains a tidy core of financial advisers who refuse to recognize the notion of retirement despite being well past traditional retirement age. InvestmentNews spoke with Frank Corrado, Managing Director and Principal at Robertson Stephens. Frank turns 70 in […]