Economic Outlook 2022: More White-Water Rapids Than Lazy River
As published in Wealthmanagement.com, by Chief Economist, Jeanette Garretty December 31, 2021 – The US economy is likely to enter 2022 in full flood, following robust consumer spending during the holiday season and an outlook for attractive earnings growth for US companies. Globally, economic success has not been universal, and the difficulties presented in managing […]
The announced 5.9% increase in Social Security (SS) benefits will have many clients asking, “When should I take my Social Security benefits?”
October 27, 2021 – The rules that govern social security benefits are complicated. Most people focus on their retirement benefits and may not be aware of disability and supplemental income benefits. Here are fundamental principles to get started: The bankruptcy of Social Security has been hyped by the media for many years. You can expect […]
End of Student Loan Relief Program Opens Doors for FAs
December 30, 2021 – Rick Tasker spoke with Financial Advisor IQ about the end of student loan relief program opening opportunities to financial advisors. Read his insights here: https://www.financialadvisoriq.com/c/3443314/437254/student_loan_relief_program_opens_doors
Jeanette Garretty on Bloomberg Radio
December 30, 2021 – Jeanette Garretty spoke to Bloomberg Daybreak Asia Radio about the labor markets, global economy and her economic 2022 outlook. Listen here: https://www.bloomberg.com/news/audio/2021-12-31/jeanette-garretty-on-global-economy-radio?sref=ICBfVp2Z
How a Chinese Takeover of Taiwan Would Affect Investments
December 21, 2021 – Our CIO, Stuart Katz spoke with Chief Investment Officer Magazine markets editor Lawrence Light about “How a Chinese Takeover of Taiwan Would Affect Investments.” Stuart shared his insights that “it’s in China’s best interest to stay within the guardrails” and not invade. Read the full piece here: https://bit.ly/3FnA4qK
Jeanette Garretty on Yahoo Finance
December 15, 2021 – Chief Economist Jeanette Garretty was featured on Yahoo Finance prior to Fed Chair Powell’s press conference, highlighting the interest in his forthcoming comments on interest rates. Watch her full insights here: https://yhoo.it/3shr5mW
Multimillion Real Estate Portfolio Presents Income, Inheritance Dilemma
Advisors help a couple determine how to diversify plus leave assets to children and charity. By Mallon FitzPatrick and Alicia Denton, As published in Rethinking65 December 16, 2021 – There is perhaps no better illustration of the power of wealth planning than when we conceive new ways to help clients meet their life goals. At […]
Robertson Stephens Continues National Expansion with New Southern California Presence
Wealth manager Karen McClintock joins to establish Pasadena office San Francisco, Calif.—December 8, 2021—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) continues to grow its national footprint, opening an office in Pasadena, CA. Wealth manager, Karen McClintock, joins as Managing Director and Principal, bringing over $160 million in advisory assets. Karen specializes in investment management, philanthropic […]
Meeting The Challenge Of Rising Client Expectations By Offering The Best Of Both Worlds with Raj Bhattacharyya
As published in Private Wealth December 6, 2021 – Raj Bhattacharyya is the CEO of Robertson Stephens and has over 28 years of experience in the financial services industry. He worked at Deutsche Bank in New York and London for 17 years in various senior roles. He ran their Foreign Exchange and Emerging Markets businesses in the […]
Here’s why millions of affluent investors can relax about the tax bill
November 30, 2021 – Mallon FitzPatrick, CFP® recently spoke with Lynnley Browning at Financial Planning to share his thoughts on “why millions of affluent investors can relax about the tax bill.” He states, “compared to where we were and what we were planning for and setting expectations, we’re in a much better place.” Read the full piece here: https://bit.ly/3xGpHLi
Robertson Stephens Continues to Expand Bay Area Presence
Wealth manager Keith Larkin joins San Francisco office San Francisco, Calif.—Nov 30, 2021—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) continues to add new advisors to the firm, welcoming wealth manager, Keith Larkin. Keith joins as Managing Director and Principal, bringing significant wealth planning and banking experience. He will be joining the firm’s San Francisco office. […]
Robertson Stephens Adds New Bay Area-Based Advisor
Wealth manager Moira Amado-McCoy, Ph.D. joins San Francisco office San Francisco, Calif.—November 19, 2021—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) continues to add new advisors to the firm, welcoming wealth manager, Moira Amado-McCoy, Ph.D. Moira joins as Managing Director and Principal, bringing significant wealth planning experience. She will be joining the firm’s San Francisco office. […]