Insights

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 were being held steady, the announcement was widely anticipated.  Much has been written […]

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 changes may take place in the coming years. Today, we […]

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 planning. Disclosures Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson […]

By Pam Friedman, CFP®, CDFA® and Abril Espinoza Jimenez, ChFC®, CDS® January 21, 2025 – Buying a home with your partner is an exciting step, but it’s also a significant financial and emotional commitment. To ensure the process goes smoothly—and to protect both your relationship and your […]