Five Charts for the Week that Was: August 21, 2026
Chief Economist Jeanette Garretty provides 5 economic charts covering topics including first time home buyers, housing affordability, gas sales, the “Fed put”, and British business investments.
The Narrowing Market: A Note on Concentration
August 19, 2026 – The first half of 2026 rewarded investors who stayed the course through an unusually noisy backdrop. We navigated a war involving Iran and the oil spike that came with it, a tariff regime that was imposed, challenged in the courts, and partly refunded, a labor market that has quietly softened, and […]
2026 Mid Year Economic and Investment Outlook Webinar
Tune in as Chief Economist Jeanette Garretty and Chief Investment Officer Stuart Katz break down what happened in the first half of the year and provide their outlook for the rest of the year. They share insights on today’s investment landscape and how we’re positioning portfolios to help clients navigate changing market conditions with confidence.
Trump Accounts: The Basics
An Overview for Households Trump Accounts are a new savings vehicle for children, created under the One Big Beautiful Bill Act. Below is a quick reference on how they work. Background Account Setup *Charitable and government contributions to Trump Accounts must benefit an entire “qualified class” of children, such as all kids in a given […]
A Note on Protecting Your Accounts from Financial Fraud
Much of our work together concerns risk: how much of it you are taking, whether you are being fairly compensated for it, and how your plan behaves when markets don’t cooperate. This month we’re writing about a different kind of risk, one that sits outside your portfolio but threatens it nonetheless: the rise of increasingly […]
Live Market Update – July 10, 2026
The following content is intended only for qualified investors to whom Robertson Stephens has explicitly granted access.
2026 Q2 Market Letter: It’s The Vibe
July 10, 2026 – The U.S. consumer is decidedly not happy. In fact, as Chart 1 shows, U.S. consumer sentiment currently sits at its lowest level in 10 years—worse than during the depth of COVID, the 40-year peak of 9% inflation of 2022, or the rate hikes of 2023-2024. There are myriad reasons for this […]
June 2026 Recap
Economic Commentary Economic Growth and Inflation Outlook The economy is showing remarkable strength, with steady growth and inflation moving in the right direction. First-quarter GDP was revised upward to around 1.5%, and second-quarter growth is on track for a healthy 2.5%, backed by strong manufacturing orders and a solid job market. Unemployment claims are down, […]
Five Charts for the Week That Was: June 26, 2026
Chief Economist Jeanette Garretty provides 5 economic charts covering topics including first time home buyers, housing affordability, gas sales, the “Fed put”, and British business investments.
FOMC Commentary – June 17, 2026
In a move consistent with his dislike for excessive detail, the FOMC announcement that the target Fed Funds rate would remain unchanged at 3.5%-3.75% was extremely brief.
The Importance of Diversification
Every investor understands that they should diversify. For most people, that conjures up a pie chart with some percentage in stocks, some in bonds, perhaps a slice of real estate, divided according to their goals and risk objectives. That asset allocation is real, and it matters. But in our work, it is just the starting […]
Five Charts for the Week That Was: June 5, 2026
Chief Economist Jeanette Garretty provides 5 economic charts covering topics including employment, bond yields, and new car sales.