Wealth Planning Commentary – April 7, 2025
Downturn Wealth Planning Threats and Opportunities The market is in a correction and flirting with bear market territory. Given this environment, assessing potential risks and taking advantage of planning opportunities is important. Start by reviewing loan-to-asset ratios where portfolios are pledged against lines of credit. A $1 million pledged asset line against a $2 million […]
Wealth Planning Commentary – March 31, 2025
Rising Costs, Roth IRAs, and Social Security Expectations With inflationary pressures and economic uncertainty this year, building a buffer for rising costs may be wise. To prepare for a potential price surge, we recommend increasing projected living expenses this year and next. For those feeling the strain of higher costs, now is a good time […]
Are You a High Earner But Still Broke? Five Fixes for That
March 24, 2025 If you’re a HENRY (a higher earner, not rich yet) but feel like you still live paycheck to paycheck, there are steps you can take to get control of your financial future. As published in Kiplinger HENRYs, or high earners, not rich yet, are professionals who earn significant income but struggle to […]
Preparing for an Inheritance: Don’t Let Your Blessing Become a Curse
March 5, 2025 A few practical steps, such as establishing your financial independence and asking questions, can help you avoid inheritance pitfalls. As published in Kiplinger By Mallon FitzPatrick Many people look forward to an inheritance — it can provide financial security, opportunities for education and the ability to pursue passions. But there’s a lesser-known, […]
2025 and Beyond: Investment and Wealth Planning Outlook Webinar
Jan 24, 2025 – Chief Investment Officer Stuart Katz and Head of Wealth Planning Mallon FitzPatrick have a conversation moderated by Chief Economist Jeanette Garretty as they offer their perspective on markets and wealth planning. Disclosures Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not […]
3 Questions with Robertson Stephens featuring Head of Wealth Planning, Mallon FitzPatrick
May 9, 2024 – Chief Marketing Officer Louis Calabrese hosts Mallon FitzPatrick to talk about wealth transfer planning and strategies on how to approach 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 skill or training and does […]
3 Questions with Robertson Stephens featuring Head of Wealth Planning, Mallon FitzPatrick
February 20, 2024 – Chief Marketing Officer Louis Calabrese hosts Mallon FitzPatrick to talk about what you need to do to prepare for the expiration of the Tax Cuts and Jobs Act, gifting concerns and solutions, and why we should look at Roth conversions now. Disclosures Investment advisory services offered through Robertson Stephens Wealth Management, […]
2023 End of Year Wealth Planning Webinar
October 19, 2023 – Head of Wealth Planning, Mallon FitzPatrick, along with Alicia Denton and Vicky Jung discuss end of year wealth planning strategies and how to prepare for 2024 and beyond.
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 […]
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.
6 of the Worst Assets to Inherit
December 31, 2022 – Mallon FitzPatrick was featured in MoneyTalksNews to discuss “6 of the Worst Assets to Inherit.” “Inheriting a share of a regular small business may be less than ideal. It can cause multiple problems, ranging from strained relationships if there are disagreements among family members about the future of the business to […]
Here’s What You Need to Know About Year-End Planning Heading Into 2023
By Mallon FitzPatrick October 31, 2022 – There is little any individual can do about 2022’s market volatility or high inflation, escalating geopolitical conflicts, and rising interest rates adding fuel to the fire. However, you can strive to improve your long-term wealth plan’s prognosis by taking full stock of the current environment and what it […]