Behavioral finance can help advisors guide clients to better decisions, experts say
November 15, 2021 – Mallon FitzPatrick, CFP® took part in a dynamic conversation around Behavioral Finance at the Financial Planning Invest Connect event. Mallon commented, “You can’t always change behavior. If you think that it will negatively impact their plan, what you can do is understand where those clients are coming from, help assess, work together to assess their […]
Time for Holiday Cheer And … Year-End Planning
By Mallon FitzPatrick November 8, 2021 – There is little you can do to quash unwanted tax proposals or quell turbulent market events, but you can take steps to ensure your wealth is fortified against these external forces, synched up to major life events, and primed for growth in the new year. It’s time again […]
From Tech to Rare Earths, China’s Reverberations Instill Both Fear and Opportunity
By Stuart Katz, Chief Investment Officer October 28, 2021 – Every year, the markets seem to exhibit some new idiosyncratic risk. Most recently, we saw the tremors caused by China’s abrupt shift in regulatory policy as it tightened control across all facets of society, targeting technology, education and real estate companies in particular. While these […]
What is the Morning Note?
As a lifetime student of the market, I consume my fair share of daily market research and opinion. The Morning Note is a curation of the various research outlets I review. I subscribe to three independent research firms: Ned Davis Research, Dorsey Wright & Associates, and Lowry’s Research. Through Robertson Stephens as a fiduciary RIA, […]
2021 Change of Domicile Checklist
Robertson Stephens Expands Bay Area Presence, Reaches Over $3.3 billion in Assets
Firm expands pension consulting services with wealth manager Rick Tasker joining to establish Santa Rosa office San Francisco, Calif.— October 13, 2021—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) further grows its national presence by opening an office in Santa Rosa, CA. Wealth manager, Rick Tasker, joins as Managing Director and Principal, bringing over $850 million […]
Everything You Need to Know About Long Term Care (LTC) Coverage
Helping clients manage longevity risk is a much better strategy than tackling the ballooning costs of long-term care. By Mallon FitzPatrick, As published in Rethinking65 October 12, 2021 – Covering the costs of health and personal care needs in the final years of life is an inevitable financial burden for most people. Despite the ballooning […]
Today’s Spotlight: Your Brokerage Account Value May Be Less Than You Think
By Pam Friedman, CFP®, CDFA®, October 6 2021 This is a wakeup call to family attorneys and their clients to urge both to consider what is inside brokerage accounts and not just look at account titles and balances. Your attorney may only look at the balance of your brokerage account and your investment company may […]
Do you have a financial blind spot?
Michael Ridgeway, October 4, 2021 The role of a financial advisor is to illuminate the dark corners around a good idea or an investment portfolio in order to expose “blind spots”. These “blind spots” can exist in any organization, and they are traditionally where risk tends to accumulate. Once revealed, a financial advisor can help mitigate […]
Smart Ways To Help Clients See What Comprehensive Planning Entails
By Morey Stettner, Investor’s Business Daily October 1, 2021 – Lauren Sigman was featured in an Investor’s Business Daily’s story on “Smart Ways To Help Clients See What Comprehensive Planning Entails.” Lauren shared her approach: “Instead of trying to educate newcomers about all the services she provides, Sigman invites them to ask questions about their immediate concerns. […]
Stocks May Be In Trouble. Should You Turn to Bonds?
By Annie Nova, CNBC September 30, 2021 – Stuart Katz discusses how “Stocks may be in trouble. Should you turn to bonds?” in a piece by Annie Nova for CNBC. According to Stuart, “Bonds are facing a lot of headwinds with the threat of rising inflation and a possibility of increasing interest rates.” Read the full piece here: https://cnb.cx/3ikVsDd
Tax Moves Advisors Should Be Making Before Year’s End
By Jeff Stimpson, Financial Advisor Magazine September 27, 2021 – Mallon FitzPatrick shares his top tax moves high-income earners should be making before year’s end a recent Financial Advisor Magazine piece. Mallon “advises an outright gift to heirs or finding an irrevocable trust” as ways to reduce income for tax purposes. Read more here: https://bit.ly/3otMBD