Should You Leave an IRA to a Trust?
As published in Rethinking65 By Mallon FitzPatrick, CFP® There are ample upsides to designating a trust as a beneficiary but it’s not a one-size-fits-all solution. Traditionally, many IRA accountholders designate family members as beneficiaries of their retirement accounts. Naming a beneficiary avoids the probate process and allows a seamless transfer of assets to the intended […]
Keith Larkin on Smart Money Circle Podcast
October 2, 2023 – Principal & Managing Director, Keith Larkin appeared on Smart Money Circle podcast sharing timeless advice with listeners, reflecting on his current role at Robertson Stephens as well as how he got to where he is today. “The passion really was working with clients and trying to help them with solutions that I saw some clients had […]
Preparing Clients For The Risk Of Cognitive Decline
September 21, 2023 – Principal and Managing Director, Mallon FitzPatrick was featured in Financial Advisor Magazine ‘Preparing Clients For The Risk Of Cognitive Decline.’ “Frequent driving accidents, medication errors, and impulsive behavior,” FitPatrick warned that the signs may be more serious. “These types of changes can translate into erratic and reckless financial decisions.” Read the […]
3 Questions with Robertson Stephens featuring Mallon FitzPatrick – Generational Wealth Transfer
August 29, 2023 – Chief Marketing Officer, Louis Calabrese, hosts Head of Wealth Planning, Mallon FitzPatrick, to discuss generational wealth transfer and why now is the time to do it. Disclosures Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any specific level of […]
2023 Mid Year Outlook Webinar
July 25, 2023 – Chief Economist, Jeanette Garretty, hosts Chief Investment Officer, Stuart Katz, and Head of Wealth Planning, Mallon FitzPatrick, to discuss the 1st half of 2023 and their expectations for the remainder of the year. Disclosures Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration […]
The Best Gift for Recent College Grads
By Mallon FitzPatrick As published in Rethinking65 July 6, 2023 – Summer is here, and with it, a fresh flock of college graduates eager to assert their independence and embark on a new chapter of their lives. Many advisors and investors are parents or grandparents to these young achievers and are surely brimming with pride. […]
3 Questions with Robertson Stephens featuring Mallon FitzPatrick – Financial Tips for Recent Graduates
June 26, 2023 – Head of Wealth Planning, Mallon FitzPatrick, joins Chief Marketing Officer, Louis Calabrese, to discuss financial tips for recent graduates. Disclosures Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any specific level of skill or training and does not constitute […]
Many High-Income Earners are Missing Out on the HSA
By Mallon FitzPatrick and Vicky Jung June 23, 2023 – High-income earners may not be optimizing their Health Savings Accounts (HSAs), overlooking an easy and effective means to cover future health costs and transfer wealth. HSAs offer tax-advantaged investing that may fund future healthcare expenses and combat increasing medical costs. Like all retirement vehicles, HSAs […]
The Cost of Raising a Child in America
By Mallon FitzPatrick and Alicia Denton May 30, 2023 – Less and less Americans are choosing to have children. The U.S. birth rate fell 13% from 2002 to 2019, according to a recent CDC national survey. One of the reasons more Americans are deciding not to have children is the substantial cost required to raise […]
What to Do if You Are Laid Off: Tips From Pros on Everything From Budgeting to Finding Another Job
May 24, 2023 – Principal and Managing Director, Frank Corrado was featured in Barron’s discussing ‘What to Do if You Are Laid Off: Tips From Pros on Everything From Budgeting to Finding Another Job.’ “Assessing the quality of a client’s job status is part of our risk tolerance questionnaire,” Corrado said. “And we have conversations […]
3 Questions with Robertson Stephens featuring Mallon FitzPatrick – Disability Insurance
May 23, 2023 – Head of Wealth Planning, Mallon FitzPatrick, joins Chief Marketing Officer, Louis Calabrese, to discuss disability insurance for high income earners. Disclosures Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any specific level of skill or training and does not […]
Swapping Assets Can Be Tax-Friendly Move For Some Trusts
May 22, 2023 – Principal and Managing Director, Frank Corrado was featured in Financial Advisor Magazine discussing ‘Swapping Assets Can Be Tax-Friendly Move For Some Trusts.’ “The grantor could swap cash or high-basis assets with the trust before death so that the appreciated assets received from the trust will receive a step-up in basis,” Corrado […]