Social Security, Marriage and Divorce
April 13, 2022 – With more than 2,700 rules, optimizing the benefits of Social Security is undoubtedly a challenging topic for clients and advisors alike. While the question “When should I start taking social security” is on most people’s minds, confusion abounds for those considering a divorce or remarriage, which may lead them to a […]
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 […]
It’s a Family Affair
April 6, 2022 – Many of our small business clients ask us, “Is it true that hiring family members can bring significant tax benefits to our business?” In short, yes! The Tax Code is “generous” in supporting small businesses and families. Combine the two with a willingness to follow the tax rules, and let Uncle […]
The Great Realization
April 6, 2022 – Trending in the press and social media is a phenomenon called the “Great Resignation!” It is the catchphrase for the millions who have quit their jobs, seemingly en-masse, since the beginning of 2021. Also known as the “Big Quit” or “Great Reshuffle,” how did it come about? Has employment changed or […]
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.
The Power Of Visualization
March 2, 2022 – You have goals. I know you do because we all do! Big dreams, deep longings, and an awareness that it is up to you to make things happen. Some of us know exactly what we are trying to achieve, as well as what motivates and inspires us. Life is there for […]