Letting Go of Assets is Hard—Paying Millions More in Taxes, Even Harder
By Mallon FitzPatrick, CFP® March 3, 2021 – Giving up control is hard. As financial planners, we hear it in clients’ voices and see it on their faces: parting with money that took a lifetime to acquire can feel like a wrenching, identity-erasing experience. It is also a potentially hazardous endeavor, as it often entails […]
Executive Compensation Series: Restricted Stock
Feb 26, 2021 Frankie Corrado discusses Restricted Stock – what it is and important financial planning strategies that can be used to help you build your wealth. Disclosures Financial planning services offered through Robertson Stephens Wealth Management, LLC. This material is for general informational purposes only and should not be construed as investment, tax or […]
Higher Taxes, Slow-Rising Inflation On The Way
FA Magazine By Karen DeMasters on Feb 23, 2021 Veteran investors are still concerned about the economy, but the economic growth rate is too large to ignore. Jeanette Garretty explains why, and how every American can participate in the recovery. Read the full article here. Disclosure Investment advisory services offered through Robertson Stephens Wealth […]
Executive Compensation Series: Incentive Stock Options
Frankie Corrado talks about Incentive Stock Options (ISO) and some financial planning considerations. Learn from real life examples and how Incentive Stock Options could potentially fit into your financial plan. Disclosures Financial planning services offered through Robertson Stephens Wealth Management, LLC. This material is for general informational purposes only and should not be […]
Robertson Stephens and StratiFi Technologies Announce New Partnership
Strengthening client-advisor relationships through award-winning risk evaluation tool SAN FRANCISCO, February 18, 2021—StratiFi, developer of award-winning PRISM Rating™ technology for financial advisors, and Robertson Stephens have announced a new partnership to create a more holistic view of clients’ financial wellness by integrating risk analytics into their investment solution. This partnership gives Robertson Stephens’ advisors an […]
Mallon Fitzpatrick on TD Ameritrade Network
February 4, 2021 Mallon Fitzpatrick speaks with TD Ameritrade Network’s Nicole Petallides on ‘Market Overtime’ about getting comfortable with taking risk, or risk tolerance. How much is risk do you need to take to achieve your goals? Watch the segment here.
Robertson Stephens Named Finalist in the 2021 Family Wealth Report Awards
The Wealth Management Firm Is Being Recognized for Its Use of Technology February 4, 2021 – We are pleased to announce that Robertson Stephens has been shortlisted for the 2021 Family Wealth Report Awards in the Implementation of Tech Solution/Best Tech Stack category. The Implementation of Tech Solution/Best Tech Stack category recognizes banks, wealth managers or […]
Robertson Stephens Further Expands Southwestern Presence
Wealth manager Christopher Knapp joins to establish Houston office San Francisco, Calif.— February 2, 2021—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) further grows its presence in the Southwest by opening an office in Houston, Texas. Financial advisor, Christopher Knapp, joins as Managing Director and Principal, bringing over approximately $200 million in assets, and taking a […]
New Stimulus Deal: Part II – Key Takeaways for Businesses
January 15, 2021 The most recent stimulus bill was passed on December 27, 2020. This bill clarifies items in the CARES Act, modifies and extends existing programs, and ends a few key programs. Tune in to Part 2 of this 2-part series as Managing Director, Mallon FitzPatrick, CFP® discusses key highlights of the stimulus that impacts […]
Jeanette Garretty on TD Ameritrade Network
January 13, 2021 Jeanette Garretty speaks with Nicole Petallides on TD Ameritrade Network talking about inflation risks for long term portfolios and her reaction to the new consumer price index. Watch here. Disclosure Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any specific […]
Investors’ Dilemma: Buy Stocks in Growing China, or Not?
CIO Magazine By Lawrence Light on January 12, 2021 Stuart Katz spoke with Lawrence Light to discuss why investing in China is a necessity, and when he sees their economy “inevitably” passing the United States. Despite all this, to a likely increasing number of investors, investing in China is slated to become a bottom-line necessity. […]
New Stimulus Deal: Part I – Key Takeaways for Individuals
January 8, 2021 The most recent stimulus bill was passed on December 27, 2020. This bill clarifies items in the Cares Act, modifies and extends existing programs, and ends a few key programs. Watch Part 1 of this 2-part series as Managing Director, Mallon FitzPatrick, CFP® discusses key points of the bill that will impact […]