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 […]
3 Questions with Robertson Stephens featuring Mallon FitzPatrick – Selling Your Business
May 3, 2023 – Head of Wealth Planning, Mallon FitzPatrick, joins Chief Marketing Officer, Louis Calabrese, to discuss how to prepare to sell your business. 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 […]
IRS Rules Against A Tax Tactic For Irrevocable Grantor Trusts
May 1, 2023 – Principal and Managing Director, Frank Corrado was featured in Financial Advisor Magazine to discuss ‘IRS Rules Against A Tax Tactic For Irrevocable Grantor Trusts.’ “‘Revenue Rulings are not binding on any federal court, including the Tax Court, as they represent arguments of one party,’ said Corrado. Nevertheless, tax-sensitive clients might explore […]
Wealth Transfer: The Clock is Ticking
March 30, 2023 – Now may be one of the best opportunities to transfer a significant amount of wealth to future generations. The present market and legislative landscape have created ideal conditions for high and ultra-high-net-worth individuals and families to gift as much of their assets as they can afford to part with. However, this moment may be fleeting.
Have an overfunded 529? New laws can help
By Vicky Jung, CFP® and Mallon FitzPatrick, CFP® March 22, 2023 – A provision within the recently enacted Secure Act 2.0 may benefit those with an overfunded 529 and provide a new estate planning opportunity. The penalties are high if the funds withdrawn from an education account are not used for education expenses. The gains […]