By Karen McClintock, CFA October 31, 2022 The role of grandparents has long been to comfort, support, and even spoil their grandchildren. But in a time of rising costs, particularly for education and housing, many grandparents are finding new
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FAs Weigh In: What Are You Reading?
August 31, 2022 - Managing Director and Principal, Karen McClintock, CFA, CIC was featured in Financial Advisor IQ discussing what books Financial Advisors are reading. “While Trennert is at the helm of an award winning macro-economic research
4 Reasons On Why To Stay Invested
By Karen McClintock, CFA August 8, 2022 #1 - Keeping Things in Perspective 2022 has been a uniquely volatile year - stocks and bonds are both down for only the second time in current history. I want to share some historical content about
Women Can Find New Voice as Rising Power Donors With a ‘DAF’
By Lauren Sigman, CFP and Karen McClintock, CFA March 21, 2022 - Several months ago, a director who sits on a number of nonprofit boards shared an eye-opening story with us concerning an organization’s recent fund-raising activity. A development
Robertson Stephens Continues National Expansion with New Southern California Presence
Wealth manager Karen McClintock joins to establish Pasadena office San Francisco, Calif.—December 8, 2021—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) continues to grow its national footprint, opening an office in Pasadena, CA.
