What is a Credit Score?
February 9, 2022 – Your credit score is a number between 300 and 850 that “predicts” how likely it is that you will pay back a loan on time. The higher the score, the better you look to a potential lender. Anytime you borrow money, whether it be a mortgage, student loan, credit card, auto […]
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 […]
Ask Yourself These Questions, Or I Will!
February 2, 2022 – The best time to ask yourself powerful questions about your finances is always right now! Constantly challenging yourself to think about ways to improve your life might help you break habitual thought patterns and discover new ways to get the results you are seeking. Our clients come to us for answers, […]
Is there a difference between a contractor and employee and what should I elect given the option?
February 2, 2022 Disclosures Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. This material is for general informational purposes only and should not be […]
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 […]
Medicaid Planning and Your Moral Compass
January 26, 2022 – Life presents us with many challenges (a.k.a. problems) that can be solved with strategies that, while completely legal, may not be aligned with our moral compass. The definition of a moral compass has two elements: 1) the ability to determine what is right and wrong, and 2) to act accordingly. Using […]
What can I do if I want to retire early or take a sabbatical?
January 26, 2022 – Surprisingly, the tax code provisions allow early access to your retirement savings, and the rule just changed for the better! Tax-advantaged retirement accounts have many benefits. They let you save for retirement and defer the taxes until you withdraw the money. The longer you wait, the later the tax bite will […]
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 […]
You’re Wealthy, What’s Next?
January 19, 2022 – You work hard; always try to do the right thing; know the importance of balancing your personal and work lives, though it is often hard to do; and you make your fair share of mistakes but take them as a learning opportunity. Maybe you run a successful business or have risen […]