Jeanette Garretty on Bloomberg Radio
June 26, 2022 – Chief Economist and Managing Director, Jeanette Garretty appeared on Bloomberg Daybreak Asia to discuss the latest economic news. “The impact on consumers and businesses is evolving. We’re just starting to see in the United States, the impact of past actions by the #Fed in the last few months on #housing markets. I think we’ll see a lot more over […]
Managing Financial Conflict in Divorce
By Pam Friedman, CFP®, CDFA® June 28, 2022 – Managing conflict is more important than resolution in divorce. We don’t resolve conflict at first; we handle it with a mix of vulnerability and wisdom with the goal of resolution. Furthermore, in divorce the resolution is not a compromise. It can and should be a shared […]
Robertson Stephens Opens 13th Office in Menlo Park
The firm continues to expand its services nationally with AUM growth to $3.9billion San Francisco, Calif.—March 28, 2022 – Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) a national wealth management firm headquartered in San Francisco, is excited to announce its 13th office location in Menlo Park, CA. Establishing a presence in Menlo Park broadens the […]
2022 Wealth Tech Trends and Opportunities
March 24, 2022 – Prior to the pandemic, the wealth management industry faced many challenges arising from the digital disruption and shifting competitive dynamics. The pandemic has helped accelerate the adoption of technology to combat these challenges. Vikram Chugh sheds light on the top 11 technology trends expected to have the largest impact on the […]
Women Can Find New Voice as Rising Power Donors With a ‘DAF’
By Lauren Sigman, CFP and Karen McClintock, CFA March 21, 2022 – Several months ago, a director who sits on a number of nonprofit boards shared an eye-opening story with us concerning an organization’s recent fund-raising activity. A development officer from a board had received a bizarre call, possibly a hoax, last year from someone […]
The Russian Bear Hugs Markets
By Stuart Katz, Chief Investment Officer March 15, 2022 – First, we want to recognize that any discussion of investments pales in comparison to the beyond tragic devastation and loss of Ukrainian life. Since the Russian invasion of Ukraine on February 24th, the investment backdrop has changed considerably, with an escalation in geopolitical tensions putting […]
Biden’s Digital Asset Order Could Bring Clarity on Crypto for Advisors
March 14, 2022 – Stuart Katz was featured in Barron’s Advisor News piece about Biden’s Executive Order on digital assets saying, “All of this is an encouraging step forward for the consideration of digital currencies as a protentional asset class in diversified investment portfolios.” Read the full piece here: https://bit.ly/3taP8Es
Jeanette Garretty on Bloomberg TV
March 10, 2022 – Jeanette Garretty was featured live on Bloomberg TV Daybreak Australia discussing the current economic climate, the actions this week of the European Central Bank and breaking down the inflation surge for viewers. Watch see Jeanette’s full interview here: https://bloom.bg/3CIpMRu
Powell Plows Ahead Toward Rate Hikes with Eyes on War Impact
March 2, 2022 – Chief Economist Jeanette Garretty was featured in Craig Torres’ Bloomberg coverage “Powell Plows Ahead Toward Rate Hikes With Eyes on War Impact.” Jeanette shared, “Monetary policy at the point we are at right now is primarily tactical. Over time the impact of Ukraine and the sanctions will become more apparent, and […]
Robertson Stephens Finalist in 2022 Family Wealth Report Awards
The firm named finalist in Outstanding Contribution to Wealth Management Thought Leadership Category, Jeanette Garretty named finalist in Women in Wealth Advisory (Individual) Category San Francisco, Calif.—March 2, 2022 – Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) a national wealth management firm headquartered in San Francisco, has been selected as a finalist in 2 categories […]
A Message from Our COO about Cybersecurity
March 2, 2022 As global sanctions grow every day against Russia, there has been an increasing concern of cyberattacks on our country’s information. We at Robertson Stephens want to reemphasize that we take our fiduciary responsibility and security of your information very seriously. As a fiduciary, the safety of your information is our top priority, […]
Time is Running Out for Popular Tax-Saving Strategies
February 28, 2022 – Mallon FitzPatrick was featured in Financial Advisor Magazine discussing that “Time Is Running Out for Popular Tax-Saving Strategies” and how advisors may still be able to help clients with their taxes this year. Mallon’s thoughts included that “Contributions to HSAs reduce taxable income and are deductible,” FitzPatrick said. “Earnings grow tax-free […]