My sustainable mindset
July 13, 2023 – Principal and Managing Director, Christopher Knapp was featured in Citywire Due Diligence Report for June 2023 discussing ‘My sustainable mindset.’ “The semantics surrounding sustainable or ESG investing are confusing and must change,” Knapp said. “If we shift from a narrative of ‘green’, ‘sustainable’ or ‘ESG’ to one of problem-solving and capital […]
Quarterly Update: Jerome Powell’s Soft Landing
By Avi Deutsch July 14, 2023 – Jerome Powell’s (“JP”) biography should make for a fascinating read. The Fed chairman, who was nominated by Donald Trump and is the first non-economist to serve since 1981 has become one of the most powerful figures in today’s economy. Though far from perfect, JP has shown himself to […]
Declining Inflation and Resilient Growth Push Stocks Higher in Q2
By John Lau July 5, 2023 – The second quarter of 2023 saw an acceleration of the tech sector outperformance witnessed in the first quarter, as “AI” enthusiasm drove several mega-cap tech stocks sharply higher. Those strong gains resulted in large rallies in the tech-focused Nasdaq and, to a lesser extent, the S&P 500 as […]
Why wealth managers should celebrate stalemates in the never-ending cybersecurity battle
July 5, 2023 – Chief Operating Officer and Principal, Vikram Chugh was featured in Financial Planning to discuss ‘Why wealth managers should celebrate stalemates in the never-ending cybersecurity battle.’ “When we are onboarding a vendor, we want to make sure their cybersecurity policy is consistent with our needs and with what we have promised to […]
Robertson Stephens Continues Its Northeastern Expansion
Wealth manager Tom Hagerstrom leads Robertson Stephens 4th Northeast office in Madison, NJ SAN FRANCISCO, July 5, 2023 /PRNewswire/ — Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) has further expanded its presence in the northeast by welcoming Haymarket Wealth Management (“Haymarket”), a Madison, NJ registered investment advisor managing approximately $285 million in advisory assets. Haymarket’s Founder, Tom Hagerstrom, will join Robertson Stephens as Managing Director and […]
For Trend-Setting Family Offices – and Those Following Their Lead – Timing Is Key
June 27, 2023 – Chief Investment Officer, Stuart Katz was featured in Chief Investment Officer Magazine to discuss ‘For Trend-Setting Family Offices – and Those Following Their Lead – Timing Is Key.’ “There are diverse opportunities in private credit that can work for families, institutions, foundations, endowments,” says Katz. “We’ve seen interest in corporate lending, real estate lending and, […]
3 Questions with Robertson Stephens featuring Mallon FitzPatrick – Financial Tips for Recent Graduates
June 26, 2023 – Head of Wealth Planning, Mallon FitzPatrick, joins Chief Marketing Officer, Louis Calabrese, to discuss financial tips for recent graduates. 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 […]
Many High-Income Earners are Missing Out on the HSA
By Mallon FitzPatrick and Vicky Jung June 23, 2023 – High-income earners may not be optimizing their Health Savings Accounts (HSAs), overlooking an easy and effective means to cover future health costs and transfer wealth. HSAs offer tax-advantaged investing that may fund future healthcare expenses and combat increasing medical costs. Like all retirement vehicles, HSAs […]
Dr. Copper’s weak performance suggests more economic woes ahead
June 1, 2023 – Chief Investment Officer, Stuart Katz was featured in MarketWatch to discuss ‘Dr. Copper’s weak performance suggests more economic woes ahead.’ Forecasts suggest “growing demand for copper from the power and construction sectors, and the proliferation of electric vehicles may result in a copper shortage by 2025,” says Katz. “Copper prices are […]
Debt Ceiling Update & Summer Catalyst Cheatsheet
By John Lau June 1, 2023 – President Biden and Speaker McCarthy agreed in principle to a two-year debt ceiling extension over the weekend, likely removing the risk of a debt ceiling breach. From a market standpoint, the news may cause a temporary knee-jerk rally, but I don’t think this will necessarily be a sustainable […]
The Cost of Raising a Child in America
By Mallon FitzPatrick and Alicia Denton May 30, 2023 – Less and less Americans are choosing to have children. The U.S. birth rate fell 13% from 2002 to 2019, according to a recent CDC national survey. One of the reasons more Americans are deciding not to have children is the substantial cost required to raise […]
3 Questions with Robertson Stephens featuring Mallon FitzPatrick – Disability Insurance
May 23, 2023 – Head of Wealth Planning, Mallon FitzPatrick, joins Chief Marketing Officer, Louis Calabrese, to discuss disability insurance for high income earners. 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 […]