Financial Advisor Insights on Wealth Management Amid Rising Geopolitical Risks

Explore how geopolitical tensions and shifting oil prices influence financial advisor strategies, helping high net worth individuals navigate wealth management in uncertain economic times.

Award-winning Financial Advising

Robertson Stephens Wealth Management, LLC.

Explore how geopolitical tensions and shifting oil prices influence financial advisor strategies, helping high net worth individuals navigate wealth management in uncertain economic times.

Robertson Stephens paid no fee to obtain recognition but has paid licensing fees to reference its appearances on the Newsweek, USA Today, and FA Magazine rankings lists.

See Awards Disclosures

Week of July 20, 2026 – Weekly Economic Commentary

The return of war, or almost-war, somewhat unexpectedly dominates the economic debate. As oil prices return to the $90/bbl levels last seen in early June—and $100 Brent crude is a distinct near-term possibility—the question of what comes next and how countries and their economies will respond looms large. Should the MOU (Cease Fire Memorandum of Understanding) interlude of quasi-peace be taken to reveal the “normal” state of economic conditions, with less upward pressure on prices and support for economic growth, or was the MOU an aberration in a much longer-term conflict placing ongoing strain on global economic activity? One of the problems for investors is that, by and large, investment decisions are determined by a rational evaluation of opportunities and risks, predisposing investment markets to think of most relevant players as acting rationally. It seems to have been presumed by many that rational interests would preclude a return to war, given the economic pain experienced by Iran and the mid-term elections threatening in the US. The decisions probably are still rational, but other factors are in play…

Data to Watch

Conference Board Leading Index Survey for June, released Monday, July 20
US Mortgage Bankers Association 30 Yr Mortgage Rate for week of July 20, released Wednesday, July 22
S&P Global Purchasing Managers Index for July (Preliminary), released Friday, July 24

Week of July 20, 2026 – Weekly Economic Commentary

Get your wealth management guide

Get the brochure to learn everything you need to know about your wealth management today.

1. Proactive Strategies to Guard Against Wealth Pla...

Stable economic data and company fundamentals theres an undercurrent of fear and uncertainty that may lead to further market volatility Its important to stay alert during these turbulent times and proactively guard against risks One area to review is leverage in the form of margin loans and pledged asset lines or lines of credit LOC

2. Managing Your Wealth Plan as Inflation Stabilize...

Consumer prices were up 28 in February from a year earlier per the Labor Department Wall Street Journal A slightly higher long-term inflation rate is unlikely to derail most retirement plans assuming historical market returns hold However those who rely on fixed income sources may face greater challenges and retirees with structured spending plans could feel increased financial pressure... | continue reading

3. Staying the Course: Wealth Planning Amid Geopoli...

Geopolitical tensions and rising energy prices are rattling markets Staying disciplined with a diversified wealth plan is the most effective response during

"Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. This material is for general informational purposes only and should not be construed as investment, tax or legal advice. It does not constitute a recommendation or offer to buy or sell any security, has not been tailored to the needs of any specific investor, and should not provide the basis for any investment decision. Please consult with your Advisor prior to making any Investment decisions. The information contained herein was carefully compiled from sources believed to be reliable, but Robertson Stephens cannot guarantee its accuracy or completeness. Information, views and opinions are current as of the date of this presentation, are based on the information available at the time, and are subject to change based on market and other conditions. Robertson Stephens assumes no duty to update this information. Unless otherwise noted, any individual opinions presented are those of the author and not necessarily those of Robertson Stephens. Indices are unmanaged and reflect the reinvestment of all income or dividends but do not reflect the deduction of any fees or expenses which would reduce returns. Past performance does not guarantee future results. Forward-looking performance targets or estimates are not guaranteed and may not be achieved. Investing entails risks, including possible loss of principal. Alternative investments are only available to qualified investors and are not suitable for all investors. Alternative investments include risks such as illiquidity, long time horizons, reduced transparency, and significant loss of principal. This material is an investment advisory publication intended for investment advisory clients and prospective clients only. Robertson Stephens only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Robertson Stephens’ current written disclosure brochure filed with the SEC which discusses, among other things, Robertson Stephens’ business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. © 2026 Robertson Stephens Wealth Management, LLC. All rights reserved. Robertson Stephens is a registered trademark of Robertson Stephens Wealth Management, LLC in the United States and elsewhere. A3567"

Robertson Stephens Capital Team

Award-winning Financial Advising

Don’t Just take our word for it

Exceptional Financial Advisory
Trusted wealth management firm with institutional-quality investment solutions
Elevate Your Wealth Management Experience
Achieve your objectives for today, for tomorrow, and across generations with our help faster.
We Are Your Fiduciary Partner
Get comprehensive wealth planning, and intelligent digital solutions for you and your family.

Testmonials

Testimonials provided by current clients of Robertson Stephens. Testimonials may not be representative of the experience of other customers and are no guarantee of future performance or success.

We have been clients of Michael Tierney for over 15 years. Michael stays well attuned to the various market issues and specifically follows strategists who have proven track records and philosophies. His frequent news emails have been especially helpful in keeping us informed of market happenings with his ongoing thoughts and educating us. On a more personal note, Michael has always been easily approachable, encouraging us to call anytime to answer questions or entertain ideas. There have also been personal business visits during which we appreciate Michael’s warmth and friendliness. His assistants through the years have also been very helpful in handling any necessary matters.

Client of over 15 years

Avi and his team have functioned as a private office for me, extending my capacities by managing my personal wealth and advising me on anything finance-related. Whenever I pose a question to them or ask them to handle a task, I know that it will be done promptly with consistent communication, the utmost skill, and great integrity. I could not have hired a better team. I don’t know what I would have done without Avi. When a sudden liquidity event completely transformed the scale of my wealth, Avi was there to help me navigate all of the new questions and opportunities. My prior wealth plan went out the window, and I had to make decisions about investing, taxes, estate lawyers, risk, charitable donations, supporting my family, and even personal security. Avi helped me navigate all those things, connecting me with the best possible advisors and giving me the support I needed to make informed decisions.

Client since 2019

Michael Tierney has been my family's financial advisor for many years. Throughout that time, Mike has always been professional and attentive. I genuinely believe that Mike cares about my family's future and financial well-being. Life has presented us with many challenges and Mike has been there to help us navigate the difficulties. I would not hesitate to recommend working with Mike Tierney.

Client of over 10 years

Get your wealth management guide

Get the brochure to learn everything you need to know about your wealth management today.

Questions

How does Robertson Stephens manage investments?

We build personalized portfolios based on your specific situation, including your risk tolerance, tax sensitivity, liquidity needs, and values. We use a disciplined approach that balances long-term growth strategies with short-term opportunities when they make sense. We continuously monitor your investments and adjust as needed, drawing on institutional-quality research and due diligence.

How do I choose a financial advisor?

Look for a fiduciary who's legally required to put your interests first. Check their experience and credentials - do they have the expertise for your situation? Make sure their approach fits your needs, whether that's comprehensive planning, investment management, or both. And chemistry matters - you want someone you trust and feel comfortable talking to about money. The best way to know if it's a good fit is to have a conversation and see how it feels.

Is Robertson Stephens fee-only, fee-based or commission-based?

We work on a fee-based model, which means our compensation is tied to the assets we manage for you rather than commissions on products we sell. This aligns our interests with yours - when your portfolio grows, we do better too. The specific fee structure varies by client based on your situation and needs.

Explore more wealth management

ultra high-net-worth

fiduciary

wealth management

investing