News

Wealth managers Rick Polenske and Steve Devejian join to establish Boise office SAN FRANCISCO, Sept. 21, 2021 /PRNewswire/ — Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) further grows its national presence by opening an office in Boise, Idaho. Wealth managers, Rick Polenske and Steve Devejian, join as Managing Directors and Principals, specializing in comprehensive wealth management […]

Investor’s Business Daily September 15, 2021 – Mallon FitzPatrick, CFP® was featured in an Investor’s Business Daily piece by Paul Katzeff “17 Defensive Steps For Avoiding Possible Biden Tax Increases”. Mallon shared “Maximize charitable giving next year. The deduction saves you more money in a higher-rate year.” Read the full piece here: https://lnkd.in/edq_mdqT 

Bloomberg September 14, 2021 – Mallon FitzPatrick was featured in Bloomberg’s article “An Expensive Surprise for Rich Heirs Lurks Inside the Democrats’ Tax Plan”, which discusses the proposal that aims to upend how the wealthiest 0.1% of Americans pass on their fortunes tax-free.  Read his insights here: […]

InvestmentNews September 13, 2021 – CIO Stuart Katz was featured in an InvestmentNews cover story by Jeff Benjamin “Alts may provide the lift 60-40 portfolios need” – Stuart says, “Alternative investments should be assembled by understanding how they work together with a traditional portfolio. The current environment of low yields, elevated valuations, excess […]