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Robertson Stephens Weekly Commentary – August 15, 2022

This week the Investment Office remains cautious about taking a victory lap based on the recent combination of a stronger-than-expected jobs report and better-than-expected inflation numbers. The Investment Office’s portfolio construction contemplates the possibility the Fed will successfully battle inflation without a deep or extended recession, proverbial soft landing. On the economic front, more data will be released this week on the July housing market, probably indicating a continued slowdown in activity in response to higher mortgage rates. We are also monitoring oil prices. It is likely that the weakening of oil prices, now entering its third month, will persist through September, at which point concerns about winter fuel needs and reduced inventories may being to push prices up again. Our Head of Wealth Planning continues to monitor how the new Inflation Reduction Act will affect your wealth plan and the implications on taxes, electric vehicles and prescription drugs.

Click Here to Read the August 15, 2022 Economic Commentary

Click Here to Read the August 15, 2022 Investment Commentary

Click Here to Read the August 15, 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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