Jeanette Garretty on Bloomberg Daybreak Asia
March 19, 2024 – Chief Economist and Managing Director, Jeanette Garretty appeared on Bloomberg Daybreak Asia to discuss her market perspective and how The Fed in the US will act later this week. Jeanette touched upon commercial real estate, CPI and jobs numbers in her discussion. Listen here.
Robertson Stephens Hits $5 billion AUM, Deepens Presence in the Northeast
The firm welcomes wealth managers, William Thrush and Meghan Rump, in new CT office, 5th office in the Northeast SAN FRANCISCO, March 1, 2024 — Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) has reached $5 billion in AUM and has made its newest addition in the Northeast. The firm welcomes William (Bill) Thrush and Meghan […]
Mallon FitzPatrick on FA Magazine
January 8, 2024 – Principal and Managing Director, Mallon FitzPatrick was featured in Financial Advisor Magazine to discuss ‘Supreme Court Weighs Giving Green Light To Wealth Tax.’ “If the Supreme Court upholds the constitutionality of a tax on accumulated foreign earnings, then it could be interpreted as a tax on unrealized income,” FitzPatrick said. “Republicans are concerned that an […]
Jeanette Garretty on Bloomberg Daybreak Australia
January 7, 2024 – Chief Economist and Managing Director, Jeanette Garretty appeared on Bloomberg Daybreak Australia to discuss her key takeaways from the US jobs data and outlook for the US economy. “The jobs report was a good jobs report,” says Garretty. “The wage growth was a little bit hotter than expected, but the Fed has said all along […]
Jeanette Garretty on Yahoo! Finance
December 27, 2024 – Chief Economist and Managing Director, Jeanette Garretty appeared on Yahoo! Finance to discuss holiday retail sales. “The Trends seen in recent consumer spending patterns and the data that may serve as a ‘check engine light’ in 2024,” says Garretty. “There is very little… economic evidence that consumer sentiment directly feeds into those near-term spending patterns […]
What Better Bond Yields Mean for the 4% Retirement Withdrawal Rule
December 13, 2023 – Principal and Managing Director, Mallon FitzPatrick, CFP®, CLU® was featured in Barron’s to discuss ‘What Better Bond Yields Mean for the 4% Retirement Withdrawal Rule.’ “The 4% rule answers a specific question, which is how much can I take from an account or set of accounts without depleting them over a […]
Chris Knapp on Financial Planning Podcast
December 1, 2023 – Principal and Managing Director, Christopher L. Knapp appeared on Financial Planning podcast to discuss ‘How to have more impactful ESG conversations with clients.’ “If you go into a room of people and start talking about going green or going sustainable, too often what you’re going to see is people will tune you out, thinking that […]
Jeanette Garretty on Bloomberg Radio
November 27, 2023 – Chief Economist and Managing Director, Jeanette Garretty appeared on Bloomberg Daybreak Asia to discuss U.S. eco data/preview Fed. “I just want to highlight, I think it’s going to be an interesting meeting and I think there’s going to be a lot of dissent behind closed doors. Not when they make the […]
Robertson Stephens Continues Its National Expansion with 4th office in the Mountain States
Wealth manager Tom Bruno joins to establish Jackson, WY office San Francisco, Calif.— November 6, 2023—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) opens a new office in Jackson, Wyoming, further growing its national presence in the mountain state region. Tom Bruno, joins as Managing Director and Principal, specializing in comprehensive wealth management – including investment […]
Jeanette Garretty on Bloomberg Daybreak: Australia
November 1, 2023 – Chief Economist and Managing Director, Jeanette Garretty appeared on BloombergDaybreak: Australia to discuss her outlook for the US economy as investors await the November Fed Rate decision. “I think that what they’re going to do is they’re going to come out and say, ‘we continue to watch the data and they will allude in […]
Stuart Katz on CNBC Street Signs Asia
October 30, 2023 – Chief Investment Officer, Stuart Katz appeared with Will Koulouris on CNBC Street Signs Asia to discuss the outlook on emerging markets. “I think it’s all about time horizon and recognizing that there are opportunities to access performance in different markets. And you know, there’s an uneven economic recovery in China,” says Katz. “We believe many investors have taken a too narrow, pessimistic view […]
Bond Market Experts Offer Road Map for What Lies Ahead
October 24, 2023 – Chief Investment Officer, Stuart Katz was featured in etf.com to discuss ‘Bond Market Experts Offer Road Map for What Lies Ahead.’ “We believe long yields are rising for several reasons: Treasury supply is larger than expected with little concern for fiscal restraint, stronger-than-expected growth, September Fed Dot Plot and less foreign buyers including China and […]