We’re Only Human – Navigating the Markets with Biases in Mind
By Chief Investment Officer, Stuart Katz As published in Wealthmanagement.com August 22, 2022 – From 1979 through 2019, the S&P 500 Index had an average annual return of 12%, prompting many investors to operate with that rate in mind for any given year. However, looking closer, the Index only returned between 9% and 12% three […]
2022 Mid-Year Outlook: Not Your Father’s Recession
By Chief Economist, Jeanette Garretty As published in Wealthmanagement.com August 22, 2022 – The US economy enters the second half of the year with more questions than answers. Foremost is the tension between extraordinarily robust job growth – and wage growth—and declining economic activity in sectors impacted by the interest rate rise engineered by the […]
Smishing: What It Is and How to Protect Yourself
By Vikram Chugh, COO August 15, 2022 – Smishing is a form of phishing that uses short messages sent as text messages, or SMS, through smartphones and social media messaging to gain your personal information. Smishing has become popular with hackers since people are likelier to trust a text message from their phone with a […]
Jeanette Garretty on CNBC Squawk Box
August 5, 2022 – Chief Economist, Jeanette Garretty, appeared on CNBC Squawk Box to discuss July’s job report and its impact on the economy. “One way to look at this, which is not commonly said, is this means that the economy can sustain where the Fed wants to go, and the Fed wants to go […]
Jeanette Garretty on Bloomberg TV Daybreak Australia
August 4, 2022 – Chief Economist and Managing Director, Jeanette Garretty appeared on air with Bloomberg LP to discuss expectations of the latest nonfarm payrolls data in the US and the policy path of the Federal Reserve. Jeanette commented that these numbers have a “huge amount of significance” – hear her insights here: https://bloom.bg/3Q4uGOy
Robertson Stephens Ranked in ‘Top 50 Fastest Growing Firms’ by FA Magazine
The firm ranked #7 on the list, recognized for its rapid national growth San Francisco, CA – August 4, 2022 – Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) has been featured in ‘FA Mag’s Top 50 Fastest – Growing RIA Firms’, ranking at number seven. The list of Top 50 Fastest-Growing Firms measures growth of […]
2022 Mid Year Outlook Webinar
July 21, 2022 – With the 1st half of 2022 behind us, our Chief Economist Jeanette Garretty and Chief Investment Officer Stuart Katz discuss their economic and market outlooks for the 2nd half of the year. Head of Wealth Planning Mallon FitzPatrick will also share financial planning advice to keep in mind for the remainder […]
Why is Inflation Bad? 3 Effects of Inflation
July 29, 2022 – Chief Economist and Managing Director, Jeanette Garretty was featured in Forbes to discuss ‘Why Is Inflation Bad? 3 Effects of Inflation.’ Jeanette commented, “In every economic environment, there are winners and losers, and inflation is no exception. However, the longer high inflation persists, the harder it is to find winners.” Read […]
Wealth Planning Doesn’t Require Rules of Thumb
By Mallon FitzPatrick, CFP® July 29, 2022 – Generally speaking, rules of thumb exist to simplify life. There’s no sense in trying to reinvent the wheel after someone already went through the process of trial and error that spawned the rule in the first place. When it comes to wealth planning, many of the profession’s […]
Hierarchy of Tax Deferral Strategies
By Mallon FitzPatrick, CFP As published in Rethinking65 June 30, 2022 – You cannot control market behavior, but you do hold sway over how you manage taxes, which reduce investment returns on portfolios and are often compounded by state taxes. Determining the optimal tax deferral strategies depends on your income, net-worth and estate planning objectives. […]
Artwork, Anybody? The Case for Investing in Offbeat Alts
June 30, 2022 – Chief Investment Officer, Stuart Katz was featured in Chief Investment Officer Magazine to discuss ‘Artwork, Anybody? The Case for Investing in Offbeat Alts.’ “The underlying theme here is investors want alpha in their assets that are non-correlated to conventional investment classes.” Read the full piece here: https://bit.ly/3nqSuPQ
Here’s Some Key Financial Planning Advice for LGBTQ+ People
June 28, 2022 – Principal and Managing Director, Lauren Sigman was featured in Barron’s to discuss ‘Some Key Financial Planning Advice for LGBTQ+ People.’ “If you can’t get married, then have very good estate planning documents, which include financial and medical powers of attorney.” Read the full piece here: https://bit.ly/3nqAEwz