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
Office Menlo Park, CA
January 2025 Recap
Economy In January, the U.S. economy continued its impressive run of solid growth and declining inflation. Fourth quarter 2024 GDP growth came in at 2.3% despite a significant drag of 0.9% from liquidating business inventories. The
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
December 2024 Recap
Economy December 2024 saw the U.S. economy wrap up a solid year that defied the skeptics who had been calling for a recession since 2023. Key economic indicators reflected a steadily expanding, disinflationary economy with some pockets of
Robertson Stephens Named to Newsweek’s America’s Top Financial Advisory Firms 2025
Award recognizes the firm’s impact and commitment to delivering excellent client service. SAN FRANCISCO, Dec. 19, 2024—Robertson Stephens Wealth Management, LLC ("Robertson Stephens"), a $7 billion registered investment advisor, announced today