Tax Planning Amid a Divided Congress
With the start of tax season looming, here’s what taxpayers need to know about effective planning amid the uncertainty posed by the partisan split between the House of Representatives and Senate. By Mallon FitzPatrick and Alicia Denton January 25, 2023 – Earlier this month, Robertson Stephens Managing Director and Head of Wealth Planning Mallon FitzPatrick […]
Surging Interest Rates and High Inflation Result in the Worst Year for Stocks and Bonds in Decades
By John Lau Jan 4, 2023 – Easing inflation pressures and a resolution of the fiscal turmoil in the United Kingdom fueled a strong rally in stocks and bonds early in the fourth quarter, but hawkish Fed guidance, disappointing economic data, and rising global bond yields weighed on markets in December and the S&P 500 […]
2023 Outlook: Time To Be Extraordinarily Vigilant
As published in wealthmanagement.com By Stuart Katz, Chief Investment Officer Jan 1, 2023 – Central bank monetary policy, corporate profits and investor behavioral tendencies will largely impact the path of markets over the next year. As the Federal Reserve has lifted short rates, the entire yield curve has risen, and higher interest rates have been […]
Of Tortoises and Hares
As published in Wealthmanagement.com By Jeanette Garretty, Chief Economist Jan 1, 2023 – The last half-decade has seemed to have a certain “rush-to-get-there” quality, exemplified by high-tech unicorns, COVID frustrations, cryptocurrency dreams and Federal Reserve monetary policy. Towards the end of 2022, a change appeared to be in the offing, and 2023 is likely to […]
6 of the Worst Assets to Inherit
December 31, 2022 – Mallon FitzPatrick was featured in MoneyTalksNews to discuss “6 of the Worst Assets to Inherit.” “Inheriting a share of a regular small business may be less than ideal. It can cause multiple problems, ranging from strained relationships if there are disagreements among family members about the future of the business to […]
Five Things Investors Will Remember About 2022
By Avi Deutsch December 28, 2022 – All years are different, but some years are more different than others. For investors, 2022 falls squarely into the latter category, as many of the events that transpired represent a paradigm shift from the principles that dominated our financial markets since the global financial crisis of 2008. Whether […]
CORONAVIRUS: A Financial Survival Guide
Use In-Kind RMDs to Avoid Selling Your Retirement Account Assets
John Lau, CPA, CFP® December 19, 2022 – Are you 72 or older? If so, you must take a required minimum distribution (RMD) from your traditional IRA, SEP-IRA, or SIMPLE IRA by the end of the year. If you turn 72 this year, you can wait until April 1 of next year to take your […]
CPI Takeaway and What the Fed Decision Means
By John Lau, CPA, CFP®, M.S.(Tax) December 15, 2022 – CPI on Tuesday declined to 7.1% year-over-year – another sign of disinflation from the previous CPI reading at 7.7% (October) and 8.2% (September). While the CPI report makes the idea of disinflation more concrete, 7.1% is still much too high and Tuesday’s report really doesn’t […]
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, […]