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Robertson Stephens Weekly Commentary – August 8, 2022

This week the Investment Office is closely monitoring the yield curve, inflation and other indicators to determine whether we are in a new cyclical bull market, or just a bear-market rally. We believe that until the Fed reaches its destination, there will be a limit to how far the risk markets can rise, at least in valuation terms. On the economic front, last Friday’s jobs numbers laid to rest the notion that the U.S. has entered a recession, however other economic indicators, most notably surveys of purchasing managers and in the housing market, are coming off their highs. Our Head of Wealth Planning discusses how the Inflation Reduction Act can affect your taxes.

Click Here to Read the August 8, 2022 Economic Commentary

Click Here to Read the August 8, 2022 Investment Commentary

Click Here to Read the August 8, 2022 Wealth Planning Commentary

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Filed Under: Weekly Commentary Tagged With: Economic Insights, financial planning, Jeanette Garretty, Mallon Fitzpatrick

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  • Who We Are
    • Our Story
    • Our Offices and Advisors
    • Our Firm
    • Our Board
    • Join The Team
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

(415) 500-6810

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