Our Methodology
We strive to deliver a more creative approach to financial solutions in all aspects of our client’s lives. By utilizing our 4E methodology, we aim to share and match the client’s vision, provide a great client service experience, thoroughly evaluate investments and liabilities for all clients, and support our clients if there are any life […]
Bullish Assumptions Updated
By John Lau February 2, 2024 – In my January market letter, I wrote “… I want to start 2024 clearly defining what I see to be the five most important assumptions investors are making right now, because it’s how these events occur vs. these assumptions, and not absolute values, that will determine if stocks and […]
FOMC Commentary – January 31, 2024
By Chief Economist, Jeanette Garretty The FOMC statement released today is, in its language, quite benign. Notably, any language indicating a bias towards hiking interest rates (should inflation pressures return and/or inflation fail to continue to decelerate) has been removed from the statement. Overall, the message of the statement is that the Fed does not […]
2024 Investment and Wealth Planning Outlook Webinar
January 25, 2024 – Chief Economist Jeanette Garretty hosted Chief Investment Officer Stuart Katz and Head of Wealth Planning Mallon FitzPatrick as they discussed the end of 2023 and their outlook for 2024. Disclosures Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any […]
Q4 2023 Economic Commentary
By Jeanette Garretty, Chief Economist The fourth and final quarter of 2023 saw a resolution of a number of important questions: Would inflation decelerate as hoped? Would the US economy falter? Would the Federal Reserve ever stop raising interest rates? These three questions dominated investor sentiment for much of 2023 and, in keeping with economics being […]
Wealth-Planning Moves for 2024
As published in Rethinking65 Tax Cut and Jobs Act (TCJA) provisions are set to expire in less than two years. Making changes to position clients may take a lot of time. By Mallon FitzPatrick and Alicia Denton January 26, 2024 – Last year brought higher yields, changes to retirement and 529-plans, high inflation, and hopefully […]
Market Update
By David Matias January 26, 2024 – As we start a new year with new hopes, I can only say that I’m happy that 2023 is behind us. It may have been a good year on the surface — markets are up and accounts are making money — but on a more human level it […]
Quarterly Update: A Soft Landing into a Hard World
January 12, 2024 – I suspect few will mourn the end of 2023. The year that started with deep concerns over the economy and ended with geopolitical turmoil saw few happy headlines. Despite the turmoil, the US economy had a surprisingly strong year, even as Europe and China struggled to regain their footing. This, in […]
AI Enthusiasm and Rate Cut Expectations Power Stocks Higher in 2023
By John Lau January 2, 2024 – What a difference a year makes. At this time last year, the S&P 500 had just logged its worst annual performance since the financial crisis, the Fed was in the midst of the most aggressive rate hike campaign in decades, inflation was above 6% and concerns about an […]
What Better Bond Yields Mean for the 4% Retirement Withdrawal Rule
December 13, 2023 – Principal and Managing Director, Mallon FitzPatrick, CFP®, CLU® was featured in Barron’s to discuss ‘What Better Bond Yields Mean for the 4% Retirement Withdrawal Rule.’ “The 4% rule answers a specific question, which is how much can I take from an account or set of accounts without depleting them over a […]
FOMC Commentary – December 13, 2023
By Chief Economist, Jeanette Garretty The FOMC statement released today confirmed the intention to keep interest rates unchanged—and, somewhat surprisingly—provided subtle, important support for the current discussion in financial markets about interest rate cuts in 2024. “Cuts” in the plural; the Summary of Economic Projections (“SEP”) released in conjunction with the FOMC statement indicated at […]
A Road to Healthy Living: Episode 3
In Episode 3 of my Road to Healthy Living Vlog series, I discuss healthy eating and how to stay on track.