Robertson Stephens’ Stuart Katz: Answering Key Questions Heading Into 2023
As published for Financial Advisor Magazine – Private Wealth January 3, 2023 – As Chief Investment Officer, and Principal at Robertson Stephens, Stuart Katz creates and leads the firm’s investment strategy, global asset allocation, portfolio analytics, risk management, manager selection, and overall long-term strategic portfolio and near-term tactical asset allocation investment process. Russ Alan Prince: What role […]
Wealth Business Buyers Becoming More Selective – Robertson Stephens CEO
As published in Family Wealth Report January 2, 2023 How important are M&A deals as part of Robertson Stephens’ overall growth strategy? M&A plays an important role in our overall growth strategy as does organic growth; however, we don’t believe in aggregation for aggregation’s sake. When we are looking to merge with another firm, […]
Newman’s Own Lawsuit Underscores Pitfalls of Family Foundation Planning
Transparent communication now could mean fewer legal headaches in the future. By Alicia Denton, CFP® September 26, 2022 – A recent legal battle over the control of a prominent charitable organization exemplifies the need for proactive estate planning and responsible communication. Two of the late actor Paul Newman’s surviving daughters — Susan Kendall Newman and […]
As Fed battles inflation, financial advisors brace for recession fallout
September 20, 2022 – Chief Investment Officer, Stuart Katz, was featured in InvestmentNews ‘As Fed battles inflation, financial advisors brace for recession fallout.’ ’ “It’s hard to time the markets, especially when half of the S&P 500 Index’s strongest days over the last 20 years occurred during a bear market,” Katz said, “Investing carries the […]
Tug Of War Between Top-Down Rates and Bottom Up Fundamentals: Rates Are Winning…
By Stuart Katz, Chief Investment Officer September 14, 2022 – Despite the recently reported strong earnings season, the rally from the June lows led to P/E multiple expansion. The key mantra for this cycle has been: “As the two-year yield goes, so go valuation multiples.” The 2 year US Treasury rate of 3.75% is at a […]
FAs Weigh In: What Are You Reading?
August 31, 2022 – Managing Director and Principal, Karen McClintock, CFA, CIC was featured in Financial Advisor IQ discussing what books Financial Advisors are reading. “While Trennert is at the helm of an award winning macro-economic research company, he brings a tone of sensibility to our industry, for which we are grateful. This book gives you insights into the […]
Understanding the Inflation Reduction Act from a Wealth Planning and Investment Perspective
By Mallon FitzPatrick, CFP®, Head of Wealth Planning, and Stuart Katz, Chief Investment Officer August 29, 2022 – After considerable back and forth between lawmakers and the White House, President Joe Biden signed the Inflation Reduction Act (IRA) into law on Tuesday, August 16, 2022. The approximately $485 billion spending bill is offset by a forecasted […]
No Recession Here, Just a Slowing, Healthy Economy
August 26, 2022 – Chief Economist and Managing Director, Jeanette Garretty appeared on TDAmeritrade Market on Close to discuss ‘No Recession Here, Just A Slowing, Healthy Economy.’ “The view is that even over the longer term when everything is fine, 2.5% is likely to be your fed fund rate,” says Garretty. Watch here: https://bit.ly/3pVfpEh
The Nuts And Bolts Of The Inflation Reduction Act For Clients
August 23, 2022 – Chief Investment Officer, Stuart Katz, and Head of Wealth Planning, Mallon FitzPatrick were featured in Financial Advisor Magazine to discuss ‘The Nuts And Bolts Of The Inflation Reduction Act For Clients.’ Read the full piece here: https://bit.ly/3R8WrWk
We’re Only Human – Navigating the Markets with Biases in Mind
By Chief Investment Officer, Stuart Katz As published in Wealthmanagement.com August 22, 2022 – From 1979 through 2019, the S&P 500 Index had an average annual return of 12%, prompting many investors to operate with that rate in mind for any given year. However, looking closer, the Index only returned between 9% and 12% three […]
2022 Mid-Year Outlook: Not Your Father’s Recession
By Chief Economist, Jeanette Garretty As published in Wealthmanagement.com August 22, 2022 – The US economy enters the second half of the year with more questions than answers. Foremost is the tension between extraordinarily robust job growth – and wage growth—and declining economic activity in sectors impacted by the interest rate rise engineered by the […]
Smishing: What It Is and How to Protect Yourself
By Vikram Chugh, COO August 15, 2022 – Smishing is a form of phishing that uses short messages sent as text messages, or SMS, through smartphones and social media messaging to gain your personal information. Smishing has become popular with hackers since people are likelier to trust a text message from their phone with a […]