By Stuart Katz, Chief Investment Officer Recap of Year-to-Date Market Performance Stocks started 2025 trading higher but have since pulled back. The S&P 500 has declined more than -8% from its all-time high on February 19th, lowering its
Office Marin County, CA
March Madness – Short-Term Pain for Long-Term Gain?
By Stuart Katz, Chief Investment Officer March 5, 2025 -March Madness and market uncertainty share striking parallels in their unpredictability and high stakes. The NCAA basketball tournament, known for its “Cinderella stories” and upsets, is a
Preparing for an Inheritance: Don’t Let Your Blessing Become a Curse
March 5, 2025 A few practical steps, such as establishing your financial independence and asking questions, can help you avoid inheritance pitfalls. As published in Kiplinger By Mallon FitzPatrick Many people look forward to an
Robertson Stephens Appoints Esta Stecher as Board Advisor
Financial Advisory Firm Leverages Stecher’s Banking, Legal, and Investment Knowledge to Strengthen Board and Drive Growth as an Advisor SAN FRANCISCO, Feb. 12, 2025 – Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), today
Powell’s ‘Biggest Tell’ on Where Rates are Going
January 31, 2025 - Jeanette Garretty says the Fed was “very confident” after their decision to pause rate cuts this week. She says Powell’s “biggest tell” is his repeated mention that Fed policy is still restrictive and thinks they will cut again
FOMC Commentary – January 29, 2025
By Jeanette Garretty, Chief Economist The Federal Open Market Committee (FOMC) announced today it would leave the target Feds Funds interest rate unchanged at 4.25%-4.5%. Although financial markets expressed some mild disappointment that rates
Five Near Term Market Themes to Watch
By Stuart Katz, Chief Investment Officer January 27, 2025 - Last week’s inauguration activities in Washington mark Donald Trump’s return to the White House. As the second Trump administration starts, the market is looking ahead to what
2025 and Beyond: Investment and Wealth Planning Outlook Webinar
Jan 24, 2025 - Chief Investment Officer Stuart Katz and Head of Wealth Planning Mallon FitzPatrick have a conversation moderated by Chief Economist Jeanette Garretty as they offer their perspective on markets and wealth
Roberston Stephens Ends 2024 with $7.1 Billion in Assets, Marking 45% Annual Growth
SAN FRANCISCO, Jan. 16, 2024—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), today announced that it ended 2024 with $7.1 billion in advisory assets under management, marking 45% growth over the preceding 12 months. Last year,
Home Is Where the Heart Is
By Jeanette Garretty, Chief Economist
