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 (“Robertson Stephens”), an SEC-registered investment advisor. This material is for general informational […]
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 […]
CARES Act Webinar April 14, 2020
Robertson Stephens’ Frank Corrado, Frankie Corrado, and Kevin Talty discuss the CARES Act and its implications on individuals and businesses. Watch it on Youtube. Disclosures The material to be discussed in this webinar is an investment advisory communication presented for general informational purposes only – it has not been tailored to the needs of any […]
Robertson Stephens Establishes Austin, Texas Office
Advisor Pam Friedman joins firm as Managing Director and Principal San Francisco, Calif.— April 7, 2020—Robertson Stephens (“Robertson Stephens”) continues to expand its presence nationally by opening its first Southwestern office in Austin, TX. Financial advisor, Pam Friedman, CFP®, Certified Divorce Financial Analyst® will join as Managing Director and Principal, bring over $60 million in […]
Bloomberg Radio: Daybreak Asia with Jeanette Garretty
Bloomberg Radio “Daybreak Asia“, March 8, 2020 March 8, 2020 Chief Economist Jeanette Garretty gives an economic update amid the coronavirus outbreak on Bloomberg Radio’s “Daybreak Asia”. Disclosures Investment advisory services offered through Robertson Stephens (“Robertson Stephens”), an SEC-registered investment advisor. This material is for general informational purposes only. It does not constitute investment […]
Robertson Stephens Deepens Its Connections in the Bay Area
Vine Street Wealth Management joins Robertson Stephens San Francisco headquarters San Francisco, Calif.— Feb 19, 2020—Robertson Stephens (“Robertson Stephens”) adds Vine Street Wealth Management (“Vine Street”), a Marin County-based registered investment advisor managing approximately $150 million in assets. Vine Street co-founders John Bernabei and Zack Perry will join Robertson Stephens as Managing Directors and continue […]
2020 Economic Forecast
Our 2020 Vision A look at the Global Economic Activity including consumer and business activity, global investments, and labor markets. Click Here for Our 2020 Economic Outlook To talk to a Robertson Stephens Wealth Manager, please Contact Us. Disclosure Investment advisory services offered through Robertson Stephens (“Robertson Stephens”), an SEC-registered investment advisor. This material is […]