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 […]
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 […]
Risky Business
February 23, 2022 – The financial services industry speaks a lot about the concept of RISK. We have all heard that investing money carries associated risk, and it’s possible to lose all of your money. Professionals explain that future returns are not guaranteed, and that past performance does not indicate future performance. They provide descriptions […]
Coping with the Sunset Stage
February 23, 2022 – Life events are occurrences experienced during a lifetime. For us all, it always starts with our birth and ends with our death. There are countless events in between, many of which we celebrate, but some we do not look forward to. Yet in all cases, these events can be planned for, […]
A Look Back
February 16, 2022 – The “Wednesday Weekly” has now been published for six months. We hope the content has been informative and thought-provoking, as that was our objective when we began. The competition for our attention is fierce. Family, children, jobs, and sleep are all that most people can focus on in one day. Weekends […]
Ways to Effectively Use Professional Services
February 16, 2022 – One’s financial life can be complicated, even if you don’t have “a lot of money.” Pretty much everyone needs a tax preparer, life insurance agent, auto and homeowners insurance agent, an estate planning attorney, and maybe an investment manager. Then there are the professionals who help you with big-ticket purchases, such […]
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 […]
The Perfect 10, or Not!
February 9, 2022 – I find myself, like many Americans, watching the Winter Olympics and the spectacular performance of skill put forth by Olympians from countries around the world. We share the anxious moments when the skiers, snowboarders, and skaters await the judges’ “scoring” to determine how their performance ranks on the leaderboard. The results […]