October 24, 2023 - Chief Investment Officer, Stuart Katz and Chief Economist & Managing Director, Jeanette Garretty were featured in Fortune to discuss ‘Understanding the yield curve: why economists use it to predict recessions.’ “Every recession
Office New York Tierney
2023 End of Year Wealth Planning Webinar
October 19, 2023 - Head of Wealth Planning, Mallon FitzPatrick, along with Alicia Denton and Vicky Jung discuss end of year wealth planning strategies and how to prepare for 2024 and beyond.
Should You Leave an IRA to a Trust?
As published in Rethinking65 By Mallon FitzPatrick, CFP® There are ample upsides to designating a trust as a beneficiary but it’s not a one-size-fits-all solution. Traditionally, many IRA accountholders designate family members as
3 Questions with Robertson Stephens featuring Founder and CEO of Fairsquare Medicare, Dan Petkevich – Medicare
October 5, 2023 - Chief Marketing Officer, Louis Calabrese, hosts Managing Director, Lauren Sigman and Founder and CEO of Fairsquare Medicare, Dan Petkevich, to discuss Medicare and the upcoming enrollment period. Disclosures Investment
Robertson Stephens Deepens Presence in San Francisco Bay Area
The firm welcomes wealth manager Joe Delaney to its San Francisco headquarters October 3, 2023 - Robertson Stephens Wealth Management, LLC ("Robertson Stephens") has further expanded its presence in the San Francisco Bay Area by welcoming
Keith Larkin on Smart Money Circle Podcast
October 2, 2023 - Principal & Managing Director, Keith Larkin appeared on Smart Money Circle podcast sharing timeless advice with listeners, reflecting on his current role at Robertson Stephens as well as how he got to where he is today. “The
How Much Pain Will China’s Slowdown Cause? Investing Pros Weigh In.
September 29, 2023 - Chief Investment Officer, Stuart Katz was featured in Barron’s discussing ‘How Much Pain Will China’s Slowdown Cause? Investing Pros Weigh In.’ “The largest U.S. companies are less exposed to the growing middle class of China and
Jeanette Garretty on Bloomberg Daybreak: Asia
September 28, 2023 - Chief Economist and Managing Director, Jeanette Garretty appeared on Bloomberg Daybreak: Asia to discuss the prospect of a federal government shutdown and the economic implications. “I'm quite concerned about what the impact
FOMC Commentary – September 20, 2023
By Chief Economist, Jeanette Garretty FOMC Statement The Federal Open Market Committee (FOMC) decision to keep the Fed Funds rate target at the 5.25%-5.5% was not unexpected, although in the last few days there had been speculation that
Preparing Clients For The Risk Of Cognitive Decline
September 21, 2023 - Principal and Managing Director, Mallon FitzPatrick was featured in Financial Advisor Magazine ‘Preparing Clients For The Risk Of Cognitive Decline.’ “Frequent driving accidents, medication errors, and impulsive behavior,”
