December 20 2019 – As published in Wall Street Journal By Karen Langley U.S. stocks closed out the week at records, powered higher by new signs of economic strength that have followed a calming in trade tensions. Major U.S. indexes have bounded higher since the U.S. and China agreed last week to a preliminary trade…

December 18 2019 – As published in SVPN Magazine By Erik Boe and Kipp Nelson  Robertson Stephens is seeking to redefine wealth management for high net worth clients.  SVPN asked Kipp Nelson (of Long Arc Capital) and Erik Boe, (Principal) what lies ahead for the Firm, with a substantial operation in Sun Valley. 1.SVPN: How…

November 22,2019 –  as published in Reuters * Trump says trade deal “potentially very close” * China’s Xi says wants to work out an agreement * Nordstrom jumps on 2019 forecast raise * Tesla drops after unveiling electric pickup truck * Indexes: Dow up 0.22%, S&P up 0.05%, Nasdaq off 0.12% (Changes comment, updates to…

October 25, 2019 – CEO and Chief Investment Officer, Stuart Katz, was a guest speaker on Bloomberg Radio: Daybreak Asia.  Listen here for Stuart’s comments on breaking economic news of the day.   Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. This material is an investment advisory…

New Team Enhances Financial Planning-Focused Firm’s Capability to Service High-Net-Worth Individuals and Families Nationally San Francisco, Calif.— Sept 25, 2019—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) has partnered with Blue Blaze Financial Advisors, a New Jersey-based registered investment advisor managing approximately $200 million in assets. Blue Blaze Co-Founders Frank Corrado, CPA, CFP® and his son…

SAN FRANCISCO, June 4, 2019 /PRNewswire/ – Robertson Stephens Wealth Management, LLC, an independent wealth management firm headquartered in San Francisco, announced today that Erik Boe has joined the firm as Principal and Managing Director to launch its Sun Valley, Idaho office. Erik joins Robertson Stephens from RBC Wealth Management. With over 20 years of industry…

SAN FRANCISCO, Dec. 17, 2018 /PRNewswire/ — Robertson Stephens, a wealth management firm with offices in San Francisco and New York, today announced its official launch with sponsorship from private equity firm Long Arc Capital.  In this new era, the firm’s mission is to redefine wealth management for high net worth clients by being a fiduciary that leads with its investment…