Cash Management
Cash inflows and outflows are an important dynamic within our business, personal lives, and household budgets. Budgeting is not an issue for everyone, but for some, hearing the word “budget” is cringeworthy. But all budgeting means is understanding what is coming in and going out of your household. It is developing a cash flow/spending plan. As your […]
Retirement Planning & Financial Independence
Successful retirement planning provides confidence that you will have enough money after you stop working. Reaching financial independence means you have more life-enriching options either before or during retirement. Financial independence allows you to spend more time doing things that are important to you and finding new and creative ways to utilize your gifts, talents, and […]
Market Update: Global Anxiety
April 22, 2024 – It was again another quarter in which the markets were zooming ahead – economic prosperity is all around us, peace is throughout the world, and we have finally gotten the climate under control. And pigs fly. At least that is my feeling as I look at the figures from the past […]
Quarterly Letter: Everyone is Just Waiting
April 10, 2024 – The fall of 1982 was truly a depressing economic period. In November, unemployment hit 10.8%, its highest rate since the great depression. Flint, Michigan, experienced the highest unemployment rate of any metropolitan area, with 23.4% of the labor force out of work.[1] Even President Ronald Reagan, then in the second year […]
A Road to Healthy Living: Episode 4
In Episode 4 of my Road to Healthy Living Vlog series, I discuss about how taking control of your health is critical.
FOMC Commentary – March 20, 2024
March 20, 2024 What Just Happened? By Chief Economist, Jeanette Garretty The just-concluded March meeting of the Federal Open Market Committee (FOMC) ended with an unsurprising statement leaving the target Fed Funds at 5.25%-5.5% and citing a need for more data on inflation before initiating a series of interest rate cuts. The accompanying Summary of […]
3 Questions with Robertson Stephens featuring Managing Director & Principal, Pam Friedman
March 18, 2024 – Chief Marketing Officer Louis Calabrese hosts Managing Director and Principal Pam Friedman, where they discuss divorce planning. They cover why a financial planner is advantageous in the divorce process as well as steps you should take in preparation of filing for divorce. Disclosures Investment advisory services offered through Robertson Stephens Wealth […]
Do You Have a Plan?
March 16, 2024 – As we bask in the warmth of these first days of spring and renewal, we are taking a break from our economic and financial analysis to spotlight the importance of wealth planning. At Robertson Stephens, we like to say that managing a portfolio without a wealth plan is like driving without […]
Robertson Stephens Hits $5 billion AUM, Deepens Presence in the Northeast
The firm welcomes wealth managers, William Thrush and Meghan Rump, in new CT office, 5th office in the Northeast SAN FRANCISCO, March 1, 2024 — Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) has reached $5 billion in AUM and has made its newest addition in the Northeast. The firm welcomes William (Bill) Thrush and Meghan […]
Is the S&P at 5,100 Sustainable?
By John Lau February 29, 2024 – The S&P 500 has surged to all-time highs near 5,100, thanks primarily to the NVDA earnings explosion. That performance reinvigorated AI enthusiasm and that, in turn, helped to propel stocks higher across the board as the rally has continued to broaden out beyond just the Magnificent Seven. With […]
3 Questions with Robertson Stephens featuring Head of Wealth Planning, Mallon FitzPatrick
February 20, 2024 – Chief Marketing Officer Louis Calabrese hosts Mallon FitzPatrick to talk about what you need to do to prepare for the expiration of the Tax Cuts and Jobs Act, gifting concerns and solutions, and why we should look at Roth conversions now. Disclosures Investment advisory services offered through Robertson Stephens Wealth Management, […]
Market Note: Wait, Is Inflation Back?
February 16, 2024 – Data released on Tuesday showed that consumer prices increased by 3.1% in January from a year earlier.[1] Though a decrease from December’s 3.4% number, January’s reading was above the economists’ consensus projection of 2.9%.[2] Investors reacted strongly, sending stocks lower and bond yields higher, though by Wednesday, both markets saw a modest […]