Chief Economist Jeanette Garretty on Bloomberg: The Asia Trade

Chief Economist Jeanette Garretty joined Bloomberg: The Asia Trade to discuss the U.S. economic outlook following the recent government shutdown and what’s ahead for markets as the country resets. Click here to watch her full interview (starting at the 24:52 mark) or watch below.

CIO Stuart Katz on Money Life with Chuck Jaffe

Chief Investment Officer Stuart Katz joined Money Life with Chuck Jaffe to discuss why rate cuts could push investors off the sidelines, the bond sectors best positioned to benefit, and what may lead markets as growth slows. Stuart’s interview begins at the 17:10 minute mark.

Robertson Stephens Reaches $8 Billion in Assets 

Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) exceeds $8 billion in client assets, while also growing its national presence in the Northeast region with two new advisor teams. The firm now has 26 advisor teams in 25 offices across the country. 

Should Advisors Ride the Foreign Stock Rally?

Chief Investment Officer, Stuart Katz, was featured in Investment News’ October issue discussing the foreign stock rally. He highlights Europe’s “game-changing” fiscal spending as a key driver of recent appreciation. Read the full article here.

The $14 Trillion US Stock Rally is Seeking a Fed Cut Playbook

September 13, 2025 – Chief Investment Officer Stuart Katz shared insights with Bloomberg on how the $14 trillion US stock rally is influencing investor positioning and what it could mean for equities and long-term strategies amid potential Fed rate cuts. Read more here.

Katz: ‘How Fast’ the Fed Will Cut is the Bigger Question

September 12, 2025 – Chief Investment Officer Stuart Katz shares his outlook on the Fed’s shift toward the job market, the path of inflation, and why the pace of rate cuts matters most—click here to watch his full interview on Schwab Network.

Robertson Stephens Continues Its Growth in New York

Wealth Manager Leah Hokenson Joins Robertson Stephens New York Office July 28, 2025 – Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) continues to grow its presence in New York. Leah Hokenson joins as Managing Director and Principal, specializing in comprehensive wealth management for artists, art collectors, and entrepreneurs worldwide. Robertson Stephens manages $7.5 billion in […]

Chief Economist Jeanette Garretty on Bloomberg Businessweek Daily

June 26, 2025 – Chief Economist Jeanette Garretty joined Bloomberg Businessweek Daily to share her perspective during the Drive to the Close segment. Tune in at 35:00 for her insights on the current market outlook and the potential challenges investors may face ahead.Listen here.

Chief Economist Jeanette Garretty on BloombergTV

June 19, 2025 – Chief Economist Jeanette Garretty was interviewed yesterday on BloombergTV. She discusses why “wait and watch” is the Fed’s only real option right now—and Powell seems surprisingly at ease with the current economic outlook. Hear why Jeanette thinks rate cuts aren’t coming anytime soon in this sharp analysis, starting at 10:30. Watch Jeanette […]

Financial advisors taking little mind of Moody’s US downgrade

We finally received the details on the scope of the Trump Administration Tariffs, and it’s beyond market consensus. Risk markets currently do not like the announcement, with stock futures currently down and the NASDAQ leading markets lower. Copper and oil are also falling in post-market trading, suggesting concerns about dimmer growth prospects. The Asia open seems more muted than the headlines would potentially justify.