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.
A Road to Healthy Living: Episode 2
In Episode 2 of my Road to Healthy Living Vlog series, I discuss the different technological aids that I use in my daily life.
A Road to Healthy Living: Episode 1
In the spirit of education, I have recorded a series of short videos on one of the issues that matters most to me. Namely, heath and aging well has been a growing field with an amazing amount of good information, some of it old and some of it new.
New Cycles
By Avi Deutsch December 7, 2023 – Occasionally, economic periods coincide with the annual rhythm of life, and this December appears to mark one of those instances. A feeling of transition is in the air, marked by cooling inflation, a loosening labor market, and the expectation that the Fed is done raising interest rates. While […]
Bullish or Bearish: My Analysis
By John Lau, CPA, CFP® December 4, 2023 – In a call with a long-time client yesterday, he asked where I thought the market is heading, and whether I am bullish or bearish going forward. I think this may be a question in many people’s minds, so I want to take this opportunity to address […]
Retirement Plans for Highly Compensated Individuals
By Victoria Jung, CFP® December 1, 2023 – Retiring comfortably requires careful planning and preparation. Making the most of your post-work years is an exercise in flexibility and deliberation that begins long before you start to settle down and unwind; for many, the process continues well into retirement itself. Fortunately for high-income earners, there is […]
Robertson Stephens Continues Its National Expansion with 4th office in the Mountain States
Wealth manager Tom Bruno joins to establish Jackson, WY office San Francisco, Calif.— November 6, 2023—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) opens a new office in Jackson, Wyoming, further growing its national presence in the mountain state region. Tom Bruno, joins as Managing Director and Principal, specializing in comprehensive wealth management – including investment […]
FOMC Commentary – November 1, 2023
By Chief Economist, Jeanette Garretty The FOMC interest rate announcement today came in almost completely as expected, holding the Fed Funds policy target at 5.25%-5.5% and no change in the Quantitative Tightening (QT) program which has served to reduce the securities on the Federal Reserve balance sheet by more than $1 trillion. Very little in […]
Why Tech Is Driving the Selloff and What Can Stop This Selloff?
By John Lau, CPA, CFP® October 31, 2023 – The S&P 500 fell to fresh five-month lows last week thanks not to rising yields (they fell), or geopolitical concerns, but instead because of earnings, as the number of companies reporting some sort of “miss” (whether on EPS, guidance, revenue, or margins) continued to grow. Notably, […]
Live Market Update – October 27, 2023
The following content is intended only for qualified investors to whom Robertson Stephens has explicitly granted access. 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 […]
Two Wars. Five Sides. No Winners.
October 25, 2023 – As if the atrocities of the Ukraine War were not enough, we woke up to a new reality this month in the Middle East. The threats of annihilation that Iran, Hamas, and Hezbollah have projected and promoted for decades is a reality in technicolor in the age of social media. I […]
2023 End of Year Wealth Planning Webinar
October 19, 2023 – Head of Wealth Planning, Mallon FitzPatrick, along with Alicia Denton and Vicky Jung discuss end of year wealth planning strategies and how to prepare for 2024 and beyond.