The History and Future of the Family Office – No longer just For Billionaires
By Michael Tierney, April 12, 2023 Let’s start by looking back at the evolutionary arc of the family office concept in U.S. history, from the 19th century industrial revolution to today’s digital revolution. Over that time, we observed the beginnings of some of the first family offices that were very expensive to run and maintain. […]
2021 Investment and Economic Outlook Webinar
December 10, 2020 Our CIO, Stuart Katz and Chief Economist, Jeanette Garretty sat down with our CEO, Raj Bhattacharyya, to discuss the 2021 Economic and Markets outlook. Click Here to view the webinar
2020 T3 Conference CEO Panel with Raj Bhattacharyya
CEO Raj Bhattacharyya participated in the 2020 T3 Conference CEO Panel discussing the pandemic and its effects on the wealth management industry. 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 an […]
Wall St Week Ahead-Biden Victory? Disputed election? Wall Street Prices in November Outcomes
Reuters David Randall and Saqib Iqbal Ahmed, August 16, 2020 Our Chief Investment Officer and Chief Executive Officer, Stuart Katz, shared his insights on the affect of a Biden administration with David Randall of Reuters. A proposed corporate tax rate increase to 28% could shave about 5.5% off 2021 S&P 500 earnings, lower capital spending […]
Advisors Turn to Alts in Rocky 2020
Citywire Jake Martin, Reporter, July 22, 2020 Chief Investment Officer and Chief Executive Officer, Stuart Katz discussed why qualified investors should be considering complimenting a core public investment portfolio with alternatives. Stuart Katz, chief executive and chief investment officer of Robertson Stephens, a $1.2bn San Francisco RIA, said the growing demand for yield combined with […]
Will Mega-Stimulus Bring Inflation After COVID and Recession Are Gone?
Chief Investment Officer Larry Light, Markets Editor, July 7, 2020 Chief Economist, Jeanette Garretty shares her insights on the chances of an inflation spike after the pandemic recession has ended. In other words, a lot of the Washington provided liquidity is trapped in bank coffers or in financial assets. Which is another way of saying […]
55ip & Robertson Stephens Wealth Management Partner to Provide Tax-Smart Investment Solutions
Cision, June 23, 2020 Robertson Stephens is partnering with 55ip to provide advisors access to sophisticated tax-management technology. 55ip offers an investment model adoption platform designed to help improve outcomes for advisors and their clients. “As we continue to build our solution-based technology offerings, we believe smart tax management is a critical component to our […]
COVID Recovery Market Update
June 22, 2020 A look across economic and COVID metrics as the US economy reopens. Click Here for Our COVID Recovery Market Update To talk to a Robertson Stephens Wealth Manager, please Contact Us. Disclosure Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. This material is […]
Why Offices, Abandoned as a Virus Risk, Will Be Back
Chief Investment Officer Larry Light, Markets Editor, June 16, 2020 Chief Investment Officer and Chief Executive Officer, Stuart Katz, shares his thoughts on why office buildings, currently empty as a health risk, will one day be full again. Also called “densification,” this arrangement ran into a quagmire with the onset of the pandemic. Suddenly, the […]
Investors Flock to Cash. Here’s What They Need to Know
The Wall Street Journal Bailey McCann, Writer, June 7, 2020 Chief Investment Officer, Stuart Katz shares his thoughts on investors turning to cash and what that means for their re-entry into the market. Behavioral investing data shows that the longer you are in cash, the longer you are likely to stay in cash. Investors tend […]
Will Work-At-Home Advisors Become A Thing?
FA Magazine Karen DeMasters, Writer, May 1, 2020 COVID-19 has forced many to work out of office. Vikram Chugh, our Chief Operating Officer, shares why financial advisors are equipped to work from home, and how communication with clients is key during a time like this. Most information maintained by businesses has been moved to the […]
Why Is Market Up? Because Nearly 80% Think The Pandemic Is A Buy
Forbes Kenneth Rapoza, Senior Contributor, April 22, 2020 Chief Economist, Jeanette Garretty shares her thoughts on a market recovery and why receiving clarity on earnings is key. “The idea that the economy is going to recover in a V-shape, I think most people have set that aside,” says Jeanette Garretty, chief economist at Robertson Stephens […]