Staying Invested
April 17, 2023 – Dan Arcos discusses why staying invested is important for your overall wealth plan. Disclosures Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by […]
June Swoon?
By Jeanette Garretty, Chief Economist April 17, 2023 – In the same way that the arrival of Spring is heralded by a myriad of initially almost imperceptible changes – the arrival of robins, the emergence of leaf buds, the disappearance of nearly everyone to ski slopes/Bahamas/Disney (pick one or all)— so, too, recessions generally have […]
Quarterly Update: A Wobbly Tight Rope
April 14, 2023 – The Fed’s mandate to guide the US economy through monetary policy is often likened to steering a cargo freighter, though a Rube Goldberg machine may be a more apt analogy. Between the Fed and the US economy stand a dizzying array of national and regional banks, as well as non-bank lenders. […]
Two-Sided Risk in Tomorrow’s Jobs Report
By John Lau April 6, 2023 – Sunday will be Easter. And Easter is a time to reflect on all the blessings in one’s life and to appreciate what one has. I am especially thankful for my family (Helen, Matt, and Jessica), for a great team at work, and for the partners I can collaborate […]
Advisor Training: Here Are Firms’ Best Practices
April 5, 2023 – Chief Operating Officer and Principal, Vikram Chugh spoke with Steve Garmhausen for his column in Barron’s to discuss the best practices that Robertson Stephens employs in its ongoing advisor training, highlighting the importance of ongoing education for the firm. “We’ve set aside one hour every week, 4 to 5 p.m. Eastern, for […]
The S&P 500 Starts the Year with Gains Despite Continued Uncertainty
By John Lau April 3, 2023 – The S&P 500 ended the first quarter of 2023 with a solid gain as hopes for an economic “soft landing” and the Fed signaling that their historic rate hike campaign is coming to an end helped offset two rate increases and the biggest bank failures since the financial […]
Wealth Transfer: The Clock is Ticking
March 30, 2023 – Now may be one of the best opportunities to transfer a significant amount of wealth to future generations. The present market and legislative landscape have created ideal conditions for high and ultra-high-net-worth individuals and families to gift as much of their assets as they can afford to part with. However, this moment may be fleeting.
Avoiding Retirement Withdrawal Taxes Can Be Tricky
March 27, 2023 – Managing Director, and Principal John Lau CPA,CFP was featured in Financial Advisor Magazine to discuss ‘Avoiding Retirement Withdrawal Taxes Can Be Tricky.’ “Other considerations include the sale of a residence in the former state, how much the taxpayer needs to withdraw from retirement accounts, life expectancy and the presence of children […]
Markets & Fed Moves
March 24, 2023 – Let’s talk about what’s going on in markets and the economy after the recent bank failures. Quick recap: Over the last few weeks, several banks have collapsed under the pressure of bad management, high interest rates, portfolio losses, and a run of depositor withdrawals. Since then, regulators, governments, and other major […]
3 Questions with Robertson Stephens featuring Jeanette Garretty
March 23, 2023 – Chief Economist, Jeanette Garretty, joins Chief Marketing Officer, Louis Calabrese, to discuss the recent FOMC meeting and the economic effects of the Silicon Valley Bank collapse. Disclosures Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any specific level of […]
Have an overfunded 529? New laws can help
By Vicky Jung, CFP® and Mallon FitzPatrick, CFP® March 22, 2023 – A provision within the recently enacted Secure Act 2.0 may benefit those with an overfunded 529 and provide a new estate planning opportunity. The penalties are high if the funds withdrawn from an education account are not used for education expenses. The gains […]
IN the Office with Mallon FitzPatrick
March 20, 2023 – Principal and Managing Director, Mallon FitzPatrick was featured on InvestmentNews “IN the Office” discussing ‘Why current market conditions and regulations make this the ideal time to transfer wealth.’ “There’s two reasons right now that it’s a great time to transfer wealth. One, we have the highest lifetime exclusion at $13 million, […]