Robertson Stephens Hits $4bn AUM as It Continues to Expand in the Bay Area
LFS Wealth Advisors joins; Robertson Stephens opens its fifth and sixth Bay Area offices San Francisco, Calif.—December 15, 2022—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) welcomes LFS Wealth Advisors (“LFS”), a San Ramon, CA registered investment advisor managing approximately $210 million in advisory assets with an additional office in Burlingame. LFS’s Founder and Managing Director, […]
Robertson Stephens Strengthens Northeast Presence
Vodia Capital joins Robertson Stephens, opens new Boston office San Francisco, Calif.—December 13, 2022—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) adds Vodia Capital, LLC (“Vodia”), a Boston-based registered investment advisor managing over $160 million in advisory assets. Vodia’s Founder and Managing Principal, David Matias, and Principal, Avi Deutsch, will join Robertson Stephens along with their […]
About Our Team
Who We Are The Robertson Stephens Boston, MA and New York, NY offices bring together diverse experiences and backgrounds. Hailing from Israel to China, and with work experiences ranging from the U.S. Marine Corps to construction, we seek to overcome the traditional barriers surrounding the finance industry. Our team is committed to outstanding customer service, […]
S&P 500 Notches Five-Day Losing Streak as Investors Mull Path for Rates
December 7, 2022 – Chief Investment Officer, Stuart Katz was featured in The Wall Street Journal to discuss ‘S&P 500 Notches Five-Day Losing Streak as Investors Mull Path for Rates.’ “Risk markets are highly dependent and seesawing with each new data print and central bank comment,” Katz said. Read the full piece here: https://on.wsj.com/3VIjD0g
Perry’s Tax Paynes
By Mallon FitzPatrick and Victoria Jung December 7, 2022 – Headlines featuring celebrities, rockstars, titans of business, and the IRS rarely end well. Typically, the sensationalized audits result in large fines or imprisonment because of tax evasion. Rarely do we see newsreel-worthy audits conclude with the government owing the taxpayer a refund, and certainly not […]
‘Tis the Season for Giving’ – Realizing the benefits of Charitable Donations
By Mallon FitzPatrick, CFP November 30, 2022 – As we head into the holiday season and address year-end planning for 2023, now is a good time to reflect on charitable donations and how to best facilitate them. Contributing to a meaningful cause is a worthwhile endeavor, whatever your reasons are. It’s important to understand what you […]
Will There Be a Santa Claus Rally?
By John Lau November 30, 2022 – In this month’s issue, I want to examine the five catalysts that could trigger a substantial year-end “Santa Claus rally”, and lay out two possible scenarios for markets: To do this, I have identified the five catalysts that could substantially move markets over the next few months: Inflation: […]
Ooh La La: Lady Gaga’s “Foundation” Mishap
By Mallon FitzPatrick and Alicia Denton November 29, 2022 – One of the most celebrated pop stars of the last decade, Lady Gaga, was caught up in a controversy when her charitable organization was accused of mismanagement. The Born This Way Foundation’s 2012 tax filing reported $1.8mm in expenses and only $5k in grants to […]
What Is the Bigger Risk for Investors Today Interest Rate Risk or Recession Risk?
November 22, 2022 – Chief Investment Officer, Stuart Katz appears on Nasdaq Trade Talks to discuss whether interest rate risk or recession risk is a bigger risk for investors. “Inflation is going to be more persistent than history would suggest, and we believe the go forward requires investors to recognize there’s a new normal, so […]
Billions in Charitable Tax Deductions, but Where is the Money?
By Mallon FitzPatrick and Victoria Jung November 21, 2022 – Mackenzie Scott is back in the news after donating $84.5 million to the Girl Scouts of the USA. Scott primarily donates through a vehicle called a donor advised fund (DAF). Though there are multiple strategies to help execute a charitable program, the DAF has grown […]
Was the CPI Report a Bullish Gamechanger?
By John Lau, November 16, 2022 – This is a question people are asking following last week’s CPI report and the big rally in stocks. I know many people read the Wall Street Journal and watch CNBC and Bloomberg Market News, so you knew that CPI had come in under expectations and stocks had surged. But can […]
What To Do With Clients’ Cash Now That Interest Rates Are Up
November 16, 2022 – CIO, Stuart Katz was featured in Financial Advisor Magazine discussing ‘What To Do With Clients’ Cash Now That Interest Rates Are Up.’ “I Bonds are government-backed [and] state- and local-income tax free,” says Katz. But “there are liquidity and maximum-investment-size considerations.” Read the full piece here: https://bit.ly/3AkJMK2