Ellevest veteran brings additional depth to the management team, with expertise in building scalable platforms to enable growth and capacity San Francisco, CA – September 10, 2024 – Robertson Stephens Wealth Management, LLC (“Robertson Stephens”),
Office Burlingame, CA
The Rotation from tech to the “rest” of the market continued
By John Lau September 2, 2024 - The rotation from tech to the “rest” of the market continued apace last week as traders used initial tech weakness as a profit taking opportunity. On a sector level, there was a clear cyclical preference as the
WEALTHTALK – Building A Business Through Intelligent Acquisition, Organic Growth
CEO Raj Bhattacharyya appeared on WealthTalk by Family Wealth Report discussing the firm's strategy, growth, and approach to mergers and acquisitions. Watch the full episode here: https://tinyurl.com/562eaar7
What the Fed Decision Means
By John Lau August 1, 2024 - The Fed met dovish expectations yesterday and reinforced one of the key supports for the 2024 rally: the idea of looming rate cuts. Powell all but said a September rate cut was coming and also (and importantly) floated
FOMC Commentary – July 31, 2024
By Chief Economist, Jeanette Garretty The statement released at the end of the FOMC meeting today was predictable and, quite frankly, a bit boring. The Fed Funds target rate
Robertson Stephens Opens 3rd Office in Colorado
Ratio Wealth Group joins Robertson Stephens, opens new office in Denver. SAN FRANCISCO, July 30, 2024—Robertson Stephens Wealth Management, LLC ("Robertson Stephens") announced its fourth acquisition of 2024 and strategically expanded its presence
Robertson Stephens Opens 1st Office in Oregon, Hits $6 Billion in Client Assets
Rain Capital joins Robertson Stephens, opens new office in Portland, OR SAN FRANCISCO, July 9, 2024—Robertson Stephens Wealth Management, LLC ("Robertson Stephens") has strategically expanded its presence in the Pacific Northwest by partnering
Quarterly Insights – July 2024: More New Highs for the S&P 500 in Q2
By John Lau July 1, 2024 - The S&P 500 experienced its first real dose of volatility early in the second quarter, but expectations for interest rate cuts by the Federal Reserve, solid economic growth and continued strong financial performance
2024 Mid Year Investment and Wealth Planning Outlook Webinar
June 27, 2024 - Chief Economist Jeanette Garretty hosted Chief Investment Officer Stuart Katz and Head of Wealth Planning Mallon FitzPatrick as they discussed the first half of 2024 and their outlook for the remainder of
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
