Life After Retirement: 5 Questions to Ask Before Retiring
How much have you thought about life after retirement? Many people think about when to retire. But in my experience as a Registered Life Planner and Financial Lifeguard, I’ve found that few go beyond the question of when. This concerns me. About 25 percent of adults aged 65 or older struggle with mental health. Too often, the issue is […]
What’s Your Life Plan?
Since 2020, International Living Magazine has reported a huge increase in people expressing interest in retiring abroad, particularly Europe. If you’re part of that trend, let me introduce you to two good friends of mine who have done more than just think about retiring to Italy. Craig and Cindi Hazel are all in with what retired Procter & Gamble […]
Have You Thought about WHERE to Retire?
Lately, I’ve been thinking about retirement … no, not in that sense. I love what I do and plan to do it for years to come. It’s just that life in the U.S. this year, from the pandemic to more raging fires here in California to a tumultuous presidential election, has me pondering. What about […]
Going Beyond Money to Find Meaning in Retirement Planning
In October of 2018, I had the opportunity to attend the annual BAM National Conference, a gathering of like-minded professionals who ascribe to the ethical, evidence-based values of the BAM advisor community. One speaker’s talk about everything beyond money in retirement planning was especially eye-opening. Alan Spector is now retired himself, from his position as Director of Worldwide […]
How to Assess the Top Five Risks in Retirement
By: Buckingham Strategic Wealth The single biggest risk retirees face is using up all their resources in retirement. The good news is there are options to mitigate that risk. For many, the vision of a successful retirement is having the freedom to pursue hobbies, travel and spend time with friends and family without the obligations of […]
EVOKE Process
Joe Delaney is a Registered Life Planner® and uses the EVOKE process to help you set your sights on what you desire most. Experience the freedom to dream. Then, let’s work together to make it a reality.
FOMC Commentary – September 20, 2023
By Chief Economist, Jeanette Garretty FOMC Statement The Federal Open Market Committee (FOMC) decision to keep the Fed Funds rate target at the 5.25%-5.5% was not unexpected, although in the last few days there had been speculation that recent increases in oil and gasoline prices might prompt the Fed to take pre-emptive action against a potential […]
Robertson Stephens Fact Sheet
Why Have Markets Suddenly Become Volatile?
By John Lau September 1, 2023 – The S&P 500 managed a solid gain last week, but volatility continued to rise. One reason why markets have suddenly become volatile is, for the first time in months, economic data and earnings commentary implied there are some risks to the “Three Pillars of the Rally” (Soft/No Landing, […]
3 Questions with Robertson Stephens featuring Mallon FitzPatrick – Generational Wealth Transfer
August 29, 2023 – Chief Marketing Officer, Louis Calabrese, hosts Head of Wealth Planning, Mallon FitzPatrick, to discuss generational wealth transfer and why now is the time to do it. 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 […]
Fitch Rating Agency Downgrade Fallout
By Stuart Katz, Chief Investment Officer Robertson Stephens August 2, 2023 – Stocks continue one of their best years on record. Since 1927, this year ranks as the tenth best year through July 31st. The 2023 strength is supported in part by better-than-expected earnings and more evidence of a resilient US economy that may glide into […]
“TOO HOT” OR “TOO COLD” DATA CAN STILL UNDERMINE OR END THIS RALLY
By John Lau July 31, 2023 – The stock market rallied to new 2023 highs last week on strong earnings and a largely as expected Fed decision before hot economic data saw volatility pick up into the weekend. Unlike the January-through-May advance in the S&P 500, the rally since June hasn’t been driven primarily by […]