Videos

Market Recap: April 3, 2025

Watch Chief Economist Jeanette Garretty and Chief Investment Officer Stuart Katz discuss the recent tariffs announcement and its impact on markets.

2025 and Beyond: Investment and Wealth Planning Outlook Webinar

2024 Mid Year Investment and Wealth Planning Outlook Webinar

Chief Economist Jeanette Garretty hosted Chief Investment Officer Stuart Katz and Head of Wealth Planning Mallon FitzPatrick as they discussed the first half of 2024 and their outlook for the remainder of 2024.

3 Questions with Robertson Stephens featuring Head of Wealth Planning, Mallon FitzPatrick

3 Questions with Robertson Stephens feat. Jeanette Garretty

3 Questions with Robertson Stephens featuring Managing Director & Principal, Pam Friedman

3 Questions with Robertson Stephens featuring Head of Wealth Planning, Mallon FitzPatrick

2024 Investment and Wealth Planning Outlook Webinar

Jeanette Garretty on Bloomberg Daybreak Australia

Jeanette Garretty on Yahoo! Finance

3 Questions with Robertson Stephens featuring Best Selling Author, Speaker, and Consultant Rachel Kodanaz – Personal Possessions

2023 End of Year Wealth Planning Webinar