Tax Loss Harvesting: Making Lemonade from the Market’s Lemons
In a market as volatile as the one we’re experiencing now, it’s easy to focus on the short-term discomfort of fluctuating portfolio values. But volatility isn’t just something to endure—it also presents strategic opportunities. Tax loss harvesting is one of the most effective tools we use in these environments. At its core, this strategy allows […]
Client Testimonials – Joe Delaney
Testimonials provided by current clients of Robertson Stephens. Testimonials may not be representative of the experience of other customers and are no guarantee of future performance or success. “My wife, Joanna, and I were introduced to Joe Delaney in 2017 by a good friend of mine who has known Joe since college at Stanford and was using him for some […]
The Efficient Frontier: Why Consider Investing There?
By Joe Delaney In the world of finance, the efficient frontier represents a set of optimal portfolios that operate the highest expected return for a defined level of risk. Modern portfolio theory suggests that rational investors will choose a portfolio that lies on this frontier since it provides the best risk-reward trade-off. However, traditional investment […]