When Markets Roil… Stop, Drop and Run Simulations
By Mallon FitzPatrick, February 28, 2022 Record-high inflation, rising interest rate fears and spiking geopolitical risk over turmoil in Ukraine are an obvious recipe for market volatility. For rattled investors, it may be beneficial to shift your focus from the short-term clamour to the long-term horizon, particularly if you experience stress from dramatic market swings. […]
Investment Office Commentary regarding Recent Ukraine-Russia Events
By Stuart Katz, Chief Investment Officer February 24, 2022 – Global equity markets continue to be influenced by two primary macro factors of rising geopolitical risk and changing central bank policies. Investors have been trying to answer two key questions which are intertwined with each other. In the last 24 hours, Russia provided the markets certainty […]
What is the Prime Rate?
February 15, 2022 – Chief Economist Jeanette Garretty was featured in Forbes Advisor discussing the Prime Rate, how it is determined and its impact on the economy and consumers. “There is a rule of thumb that the prime rate is “fed funds plus 3,” says Garretty. “When the Fed funds rate changes, one bank will usually […]
M&A in the Wealth Management Industry
CEO Raj Bhattacharyya joined a panel for CFA Society New York on M&A in the Wealth Management Industry. About Robertson Stephens’ philosophy, Raj said: “We happen to be growing quite fast, but we’re not growing for growth’s sake. We cover our clients in a certain way, we have a certain philosophy of what we think […]
Taking Assets Off The Table
Febuary 1, 2022 – Mallon FitzPatrick was featured in FA Magazine where he discussed asset protection trusts being “part of building a strong liability shield.” Read the full article here
2022 Economic and Investment Outlook Webinar
January 20, 2022 – The beginning of 2022 conjures memories of Yogi Berra’s quote “It’s déjà vu all over again” in several respects, such as rising Covid counts, rising interest rate expectations, and persistent dysfunction in Washington D.C. Our Chief Economist, Jeanette Garretty and Chief Investment Officer, Stuart Katz, discuss their economic and investment outlooks […]
Why I Need a Wyoming Trust!
By Mallon FitzPatrick, CFP® January 27, 2022 – Ever fear you might be missing out on a good opportunity to save on income taxes by transferring assets to a trust in another state? You’re not alone. I’ve counseled more than a few clients suffering from a case of “trust FOMO (Fear Of Missing Out).” Some […]
Fed Chair Powell expected to get ‘a grip on communication’ with markets: Economist
January 26, 2022 – Jeanette Garretty was featured on Yahoo Finance discussing the Fed’s press conference and the impact of COVID on the labor market. Watch her interview here.
Robertson Stephens Doubles Assets, Continues National Expansion
The firm’s expansion in areas of expertise and regions shows the value of a client-first mindset, comprehensive wealth planning, institutional quality investments and award-winning San Francisco, Calif.—January 25, 2022—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) sets an unprecedented pace in 2021 by more than doubling its assets, furthering its national expansion and adding new areas […]
January 2022 Monthly Letter
+31.49%, +18.40%, +28.71% – any guesses as to what these are? They are the last 3 annual total returns of the S&P 500 Index. Compounded in that sequence amounts to a 200% return in 3yrs. It’s hard to find a better 3yr string. Actually, it isn’t that hard, ’97-’99 was a better 3yr string and […]
Social Security and Divorce
By Pam Friedman January 6, 2022 – The first thing to know about social security payments in retirement is that your divorce terms do not determine how much social security you’ll get FROM SOCIAL SECURITY e.g. the government program that is social security. Here are the two general rules for social security: If you […]
Digital Assets Demand ‘Pick-and-Shovel’ Investment Approach
As published on Wealthmanagement.com, by CIO, Stuart Katz December 31, 2021 – We have witnessed bitcoin’s historic trajectory, emerging from cryptographic obscurity to spawn a generation of newly-minted millionaires with shattering highs in little over a decade. But investors looking to gain from bitcoin’s success and the ensuing explosion of cryptocurrency trading should not make […]