Impact Investing
Impact investing can be a powerful means to align one’s investments with one’s values, but it can mean different things to different people. For some, it’s an opportunity to put their money to work having a positive impact on the world, while others seek to align their portfolios with their personal beliefs, often targeting a […]
FOMC Commentary – June 12, 2024
By Chief Economist, Jeanette Garretty June 12, 2024 Chairman Powell has a problem. He won’t forecast. He is prepared to act on interest rates more quickly “if the labor markets deteriorate unexpectedly” while at the same time acknowledging that if he waits to see that, it’s likely to be too late (monetary policy has an […]
Market Update: Socialized Risk
June 11, 2024 – As we approach the end of the quarter and I start to think about what we have seen in the markets, I continue to be stunned by the stock market action. Up, up, and up. Stock market valuations don’t seem to be coming in line anytime soon. Growth companies with profits […]
Market Note: Summer Economics
June 7, 2024 – As we step into summer, thinkof US economic growth as a car that is no longer accelerating, but is still moving forward, powered by its own momentum. With a moderate 1.3% annualized growth in the first quarter of 2024, the Fed’s monetary tightening finally appears to be working. Unemployment remains at […]
Growing Economic Concerns
By John Lau June 3, 2024 – From my vantage point, the biggest concern for this market right now is an unexpected economic slowdown because that is one of the few events that can potentially cause a material correction in stocks. While economic data suggest slower growth—for example, the Q1 GDP revision implied slower growth—the […]
A Road to Healthy Living: Episode 6
In Episode 6 of my Road to Healthy Living Vlog series, I discuss the results of my recent scans.
Europe Has a Growth Problem. Should You Care?
By Jeanette Garretty and Avi Deutsch May 17, 2024 – In 2007, on the eve of the global financial crises, the economies of the European Union and the US were almost identical in size. Fifteen years later, in 2022, the US economy was 1.5 larger than the EU’s.[1] The difference in GDP per capita is […]
Robertson Stephens Strengthens Presence in Colorado
Three Points Financial joins Robertson Stephens, opens new office in Colorado Springs SAN FRANCISCO, May 16, 2024—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) has further strengthened its presence in Colorado by welcoming Three Points Financial, an SEC-registered investment advisor managing about $118 million in advisory assets. Mary Alpers, founder of Three Points Financial, joins Robertson Stephens as […]
Investment Management
We seek to build customized investment portfolios that benefit from market upswings, weather market downswings, provide cash liquidity and achieve long term growth for each client. Addressing these complexities from a fee-only (fiduciary) perspective means we offer recommendations that put your interests first. Our planning and investment recommendations address issues such as: As your wealth […]
3 Questions with Robertson Stephens featuring Head of Wealth Planning, Mallon FitzPatrick
May 9, 2024 – Chief Marketing Officer Louis Calabrese hosts Mallon FitzPatrick to talk about wealth transfer planning and strategies on how to approach 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 skill or training and does […]
3 Questions with Robertson Stephens feat. Jeanette Garretty
May 7, 2024 – CMO, Louis Calabrese, hosts Chief Economist Jeanette Garretty to discuss the most recent FOMC meeting and her outlook on the U.S. economy.
Planning a Thoughtful Wealth Transfer
May 6, 2024 There are many ways to harness the step-up in basis while ensuring financial security — and avoiding many pitfalls. As published in Rethinking65 By Mallon FitzPatrick Wealth transfer starts with a comprehensive wealth plan to analyze the whole financial picture, including the balance sheet and cash flow. One goal of the transfer […]