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: The Asia Trade
July 4, 2025 – Chief Economist Jeanette Garretty was interviewed on Bloomberg: The Asia Trade. She breaks down the potential economic impact of the One Big Beautiful Bill Act. Watch Jeanette below at 24:52.
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.
‘Sell in May and go away’? Wealth advisors say, maybe not
Chief Investment Officer Stuart Katz was featured in InvestmentNews discussing the seasonal investing adage, “Sell in May and go away.” “While seasonality can influence sentiment, long-term fundamentals are what ultimately drive returns,” said Katz. Read more here.
Robertson Stephens Named Amongst USA Today’s Best Financial Advisory Firms for Third Consecutive Year
Robertson Stephens Ranked 16th out of 500 Firms SAN FRANCISCO, April 24, 2025—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), a national boutique wealth management firm that manages more than $7 billion in client assets, has been named as one of USA Today’s Best Financial Advisory Firms in 2025. This is the third year in a row Robertson […]
US stocks nosedive as Trump harangues Powell
Chief Investment Officer Stuart Katz was quoted in Reuters discussing market volatility following President Trump’s comments about Fed Chair Powell. “President Trump’s threat to fire Fed Chair Powell adds a new vector of uncertainty to the mix,” said Katz. “Right now, the market is feeling its way through the dark and doesn’t know quite how […]
Markets reel as US tariffs stoke fear of ‘spiral of doom’ for growth
Chief Economist Jeanette Garretty was quoted in Reuters discussing the market reaction to the Trump Administration’s new tariffs. “People were talking earlier about whether clarity would boost the market,” said Garretty. Read more here: https://bit.ly/42sqsIV
From fashion to alcohol, these sectors are being swept up in the U.S.-EU trade war
Chief Investment Officer Stuart Katz was quoted in CNBC discussing the impact of EU tariffs on US goods and rising consumer prices. “EU tariffs on US grains, such as corn and soybeans, may disrupt animal feed supplies, negatively impacting the EU livestock sector’s competitiveness,” said Katz. Read more here: https://bit.ly/3XRGWaU