Inflation & The Federal Reserve: Four Experts Weigh-In
April 18, 2022 – As Federal Reserve attempts to tame inflation, investors face a complex macro setup with unprecedented policy risks that may impact all asset classes. Gravity Exists spoke with four investment experts about these and other challenges that allocators will be forced to navigate in the coming quarters: Robertson Stephens CIO Stuart Katz, RBC […]
Securing a Strong Retirement Act of 2022
April 6, 2022 – Last Tuesday, the House passed the “Securing a Strong Retirement Act of 2022”, otherwise known as the SECURE Act 2.0. The bill passed with overwhelming bipartisan support and is expected to receive similar acceptance in the Senate. Click here for the main provisions of the Act. We will continue to monitor […]
Creating a Legacy in Sun Valley with Erik Boe – SVPN March/April/May 2022 Edition
Robertson Stephens Wealth Management Managing Director, Principal Erik Boe assists high-net-worth families, charitable foundations, and business owners navigate every corner of wealth preservation and growth. In an in-depth Q&A, Erik offers SVPN Magazine readers some insight into today’s investment management and his own thoughts on the Wood River Valley and its future. Click Here to […]
What to Do About Today’s “Wall of Worry”
March 31, 2022 – Stuart Katz was interviewed by Think Advisor, discussing portfolio construction for the long-term, what advisors are most worried about, digital assets and alternative investment options, the recent growth at Robertson Stephens, and the benefits of having a financial plan. https://bit.ly/3DqDLLS
P&C rates have soared: Here’s what you need to know
By Mallon FitzPatrick, CFP March 30, 2022 – Property and casualty (P&C) policies in high-risk areas popular among wealthy property owners have become unusually expensive and increasingly hard to get. That’s because a spike in major loss events such as tornados, torrential rains, and wildfires has left insurance companies with record pay-out amounts, and they […]
S&P 500 Index and Geopolitical Events
Given the alarming developments in Ukraine, we want to offer some perspective on how geopolitical events have historically impacted the S&P 500 Index. What history tells us is that stocks usually take geopolitical events in stride.