FOMC Commentary – May 1, 2024
By Chief Economist, Jeanette Garretty May 2, 2024There is very little that was surprising in the May 1 interest rate announcement by the Federal Open Market Committee (FOMC). It was acknowledged by a number of Federal Reserve members weeks ago that progress toward the 2% inflation target slowed in the first quarter; the FOMC statement reiterated […]
A Road to Healthy Living: Episode 5
In Episode 5 of my Road to Healthy Living Vlog series, I discuss the importance of exercise.
Robertson Stephens Named Among USA TODAY’s Best Financial Advisory Firms in 2024
San Francisco, April 30, 2024 /PRNewswire/ — Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), a national boutique wealth management firm that manages more than $5.4 billion in client assets, is proud to announce that it has been named to USA Today’s Best Financial Advisory Firms in 2024. “For two consecutive years, we are proud to have earned […]
Tax Planning
We specialize in income tax planning and preparation and can help identify tax-saving approaches that apply to your situation, taking every possible deduction you are legally entitled to. We work with clients throughout the year to ensure efficient tax planning for their personal taxes and small businesses. You might be able to save on taxes […]
Estate Planning
It can be uncomfortable to think about death and what will happen to our loved ones and our possessions after we’re gone. What’s even more uncomfortable is to think about the estate and decide what happens because we didn’t take the time to plan. Estate planning goes well beyond making a will. It involves decisions […]
Risk Management
Find peace of mind for yourself and your family by planning ahead for life’s worst “what if” moments. Most spend thousands of dollars on insurance premiums: health, disability, auto, property, business, life, long term care, etc. We help you consider how much coverage you need for various insurances, what type of insurance to hold and what […]
Goal Setting
Goal setting is defining what matters to you – your values, priorities and plans. As your wealth manager, we help you define and prioritize short and long term goals. From the “Big Picture,” we develop a strategic financial plan that merges with your life plan. Financial advisors can inadvertently impose their own goals on clients. However, we’ve found the best […]
Cash Management
Cash inflows and outflows are an important dynamic within our business, personal lives, and household budgets. Budgeting is not an issue for everyone, but for some, hearing the word “budget” is cringeworthy. But all budgeting means is understanding what is coming in and going out of your household. It is developing a cash flow/spending plan. As your […]
Retirement Planning & Financial Independence
Successful retirement planning provides confidence that you will have enough money after you stop working. Reaching financial independence means you have more life-enriching options either before or during retirement. Financial independence allows you to spend more time doing things that are important to you and finding new and creative ways to utilize your gifts, talents, and […]
Market Update: Global Anxiety
April 22, 2024 – It was again another quarter in which the markets were zooming ahead – economic prosperity is all around us, peace is throughout the world, and we have finally gotten the climate under control. And pigs fly. At least that is my feeling as I look at the figures from the past […]
Quarterly Letter: Everyone is Just Waiting
April 10, 2024 – The fall of 1982 was truly a depressing economic period. In November, unemployment hit 10.8%, its highest rate since the great depression. Flint, Michigan, experienced the highest unemployment rate of any metropolitan area, with 23.4% of the labor force out of work.[1] Even President Ronald Reagan, then in the second year […]
A Road to Healthy Living: Episode 4
In Episode 4 of my Road to Healthy Living Vlog series, I discuss about how taking control of your health is critical.