What is a Roth Conversion, and why are they becoming so popular?
May 18, 2022 – By Frank Corrado, CPA, CFP®, RLP. When and why you might consider a strategic Roth conversion. A Roth IRA conversion allows you to turn a traditional IRA or 401(k) into a Roth. The value of the assets converted will draw tax, but future withdrawals would be tax-free. The US Treasury, facing […]
Can Tax-Loss Harvesting Improve Your Investing Returns?
May 10, 2022 – By Frank Corrado, CPA, CFP®, RLP. The recent sell-off in the capital markets has left investors with unrealized capital losses in their portfolios. While no one goes into an investment to lose money, part of having a well-diversified portfolio is embracing the reality that while some stocks perform well, some do […]
Hidden Superpowers – Part II
By Frank Corrado, CPA, CFP®, RLP May 10, 2022 – In Part I, we shared with you five of the specific traits and abilities within us that we either take for granted, underestimate, or misuse when building financial strength. Once understood, these “Hidden Superpowers” can carry us through challenging financial situations. Here are four more […]
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 […]
Hidden Superpowers – Part I
By Frank Corrado, CPA, CFP®, RLP April 27, 2022 – Within each of us are specific traits and abilities that we either take for granted, underestimate, or misuse when building financial strength. Once understood, these “Hidden Superpowers” can carry us through challenging financial situations. Remember, with great power comes great responsibility. We would like you […]
Should I Invest in Individual Bonds or Bond Funds?
April 27, 2022 – Given the performance of the bond funds in 2022, it’s a good question! First, let me outline a couple of key principles of the markets in fixed income securities, also referred to as the bond market. A bond is a fixed-income instrument that represents your loan of money to a borrower […]
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 […]
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 […]
Estate Planning Mistakes of the Rich and Famous
April 13, 2022 – In my years of advising clients on financial topics, there are two areas of utmost importance where many clients “drag their feet:” maintaining adequate life insurance and having an estate plan. Considering one’s mortality is difficult and unpleasant. Another common reason for not having an estate plan in place is […]