Dow ends at record high despite Capitol siege by mob protesting change of power in Washington
MarketWatch by Joy Wiltermuth on January 6, 2021 Chief Economist, Jeanette Garretty, shares her thoughts on what the new political landscape may entail. “The key is the possible change in the landscape of political power in Washington, D.C. and what that will mean for spending,” Jeanette Garretty, chief economist at Robertson Stephens Wealth Management, told […]
The 2021 US Economic Outlook and its Wealth Management Challenges
Jeanette Garretty, Chief Economist, December 29, 2020 As published in wealthmanagement.com Although clients will start 2021 buoyed by portfolios that have appreciated and pandemic risk that may be subsiding, numerous uncertainties and risks loom. Everything happened fast in 2020. The recession, identified as having started in late February, ended in late June or early July. […]
China Poised to Recast Portfolio Construction
Stuart Katz, Chief Investment Officer, December 29, 2020 As published on wealthmanagement.com The pandemic this year has forced us as wealth managers to abruptly adopt new technology, rebuild workplace culture, and dramatically rethink how we engage with clients. But as we head into 2021 with a weakening dollar, there is another force at play positioned […]
2020 Year-End Planning Webinar
November 12, 2020 Frank Corrado, Frankie Corrado and Kevin Talty sit down and discuss year end planning strategies regarding : Defer, reduce or accelerate taxable income Defer, reduce or accelerate tax deductions How to leverage the low interest rate environment Implications of the SECURE Act and CARES Act Considerations for the charitably inclined Estate planning […]
Divorce and the New Tax Law
The new tax law, Tax Cuts and Jobs Act of 2017 (“TCJA,”) impacts many of the most commonly negotiated terms in divorce. I’ll briefly cover just a few here. Please be sure to review your tax status with your tax planner or attorney before next year. Alimony: For divorce decrees after December 31, 2018, alimony […]
Dividing the House in Divorce: What are the options?
In divorce, one of the most difficult decisions is what to do with the family home. Take the story of Jill and Bob Carter. The Carters have been married for 20 years and purchased their home after marriage. The home is considered community property. The Carters have two children, Mark, 18 and headed to college, […]
A First Look Into 2021: US Economic Recovery Continues
Jeanette Garretty, Chief Economist, November 12, 2020 Only an economist would be bold—or foolish— enough to discuss the outlook for 2021 with the political and economic horizon shrouded in so much mist and fog. And yet, rare is the business that doesn’t find itself forced to forecast revenue growth, financing requirements, supply chain needs, labor […]
Overconfidence Bias: 2020 Election, COVID and Portfolio Implications
Stuart Katz, Chief Investment Officer, November 11, 2020 Overconfidence refers to the phenomenon that people’s confidence in their judgments and knowledge is higher than the accuracy of these judgments. For example, a person who thinks their sense of direction is much better than it actually is. Before the election, both the prediction markets and capital […]
Pam Friedman Joins Association of Divorce Financial Planners (ADFP) Board of Directors
Robertson Stephens’ Pam Friedman brings leadership, commitment and experience to the divorce financial planning community San Francisco, Calif.— October 13, 2020 – Association of Divorce Financial Planners, or ADFP, has announced that Pam Friedman, Principal and Managing Director at Robertson Stephens, joined its Board of Directors. Pam’s appointment expands ADFP’s Board to 10 Directors. “We […]
Jeanette Garretty on NASDAQ Trade Talks
NASDAQ Trade Talks Jill Malandrino, Interview, October 2, 2020 Jeanette Garretty, Chief Economist of Robertson Stephens, discusses business planning for 2021 and economic outlook surrounding the U.S. labor force. Watch the interview here.
Robertson Stephens Expands into the Pacific Northwest
Firm establishes a presence in Seattle with the addition of wealth manager Michael Ridgeway San Francisco, Calif.— October 1, 2020 – Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) continues its national growth with the addition of Wealth Manager, Michael Ridgeway, in Seattle. Michael joins the firm as Managing Director and Wealth Manager and expands the […]
Robertson Stephens Appoints Raj Bhattacharyya as Chief Executive Officer
Company further accelerates growth in wealth management space San Francisco, Calif.— September 17, 2020 – Robertson Stephens Wealth Management has appointed Raj Bhattacharyya as Chief Executive Officer, succeeding Stuart Katz, who will continue as the firm’s Chief Investment Officer. “I’m extremely humbled and excited to take on the CEO role at Robertson Stephens,” Bhattacharyya said. […]