Bloomberg Asia Trade: Jeanette Garretty Feature – July 2, 2026
Our Chief Economist, Jeanette Garretty was recently featured again on Bloomberg: The Asia Trade, where she gave her outlook on the U.S. economy. Watch now to hear more of Jeanette’s insights.
The Illusion of Protection: An Unborrowed HELOC Won’t Shield a Home’s Equity
As published in Rethinking65 As wealth managers, we frequently hear clients propose creative strategies to shield their assets from potential litigation. One concept that surfaces regularly is the idea of setting up a home equity line of credit (HELOC) on a primary residence — but leaving it completely unborrowed—to protect the home’s equity. The theory […]
Robertson Stephens Named To USA Today’s Best Financial Advisory Firms for Fourth Consecutive Year
Robertson Stephens moved up five spots from last year, ranking 11th out of 1,000 eligible firms SAN FRANCISCO, April 15, 2026—For the fourth consecutive year, Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), a national boutique wealth management firm that manages more than $8.7 billion in client assets, has been named to USA Today’s Best Financial Advisory Firms in 2026—placing 11th out of 1,000 firms and moving up five […]
Robertson Stephens Ends 2025 with $8.7 Billion in Assets
SAN FRANCISCO, February 4, 2026—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), today announced that it ended 2025 with $8.7 billion in advisory assets under management, marking 23% growth over the preceding 12 months. Last year, Robertson Stephens completed two acquisitions, adding or increasing presences in the New York area and Rhode Island. “This was a […]
Stuart Katz on the Market Impact of Warsh Nomination on Schwab Network
Our CIO Stuart Katz joined Schwab Network to break down how the nomination of Kevin Warsh is impacting the dollar, gold, and investor sentiment. Stuart highlights how the nomination ofnew Fed leadership may refocus markets on economic fundamentals and corporate earnings, while also cautioning that a weaker dollar could fuel imported inflation. Watch the full segment here: https://schwabnetwork.com/video/warsh-to-head-fed-dollar-rises-gold-plummets
New Year’s Resolutions These Financial Advisors Want You to Make
Mallon FitzPatrick, Head of Wealth Planning at Robertson Stephens, was featured in Barron’s, sharing why today’s shifting job market demands larger cash buffers and greater spending discipline. As career transitions lengthen, he recommends planning for up to 18 months of liquidity and guarding against lifestyle creep—one of the most persistent threats to long-term wealth, regardless […]
Jeanette Garretty on Bloomberg: The Asia Trade
Chief Economist, Jeanette Garretty, was recently featured on Bloomberg: The Asia Trade, offering her insights on the current state of the U.S. economy and what it all means for the year ahead. Watch her full segment here: https://youtu.be/IogjXGCZnDk?t=408.
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.
Chief Economist Jeanette Garretty on Bloomberg: The Asia Trade
October 2, 2025 – Chief Economist Jeanette Garretty joined Bloomberg: The Asia Trade to discuss the economic impact of the U.S. government shutdown and its potential effects on markets and growth. Watch Jeanette below.