• Skip to main content
  • Skip to primary sidebar
  • Skip to footer

Robertson Stephens

Website for Robertson Stephens Wealth Management

(415) 500-6810 My Plan My Portfolio
  • 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

Robertson Stephens Weekly Commentary – February 27, 2023

Additional data this week is expected to confirm the ongoing strength of economic growth in the United States and the economic resilience of Europe in the face of rising interest rates and the disruptions of the war in Ukraine. Labor markets in both regions remain tight, while businesses are signaling a growing optimism over the ability to fill job openings and maintain normal operating schedules. Stocks fell sharply following worrisome signs that inflation might have reversed course and accelerated again as the year began. Expectations that the Fed would begin cutting rates in the fall dwindled considerably. Last week’s data sparked a sell-off in US Treasuries, with the yield on the benchmark 10-year US Treasury note nearing 4.00% for the first time since mid-November. On the wealth planning front, we discuss Qualified Personal Residence Trust (QPRT), an estate planning strategy that aims to transfer the primary residence of the grantor to beneficiaries at a discounted value.

Click Here to Read the February 27, 2023, Economic Commentary

Click Here to Read the February 27, 2023, Investment Commentary

Click Here to Read the February 27, 2023, Wealth Planning Commentary

Print Friendly, PDF & Email

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

Primary Sidebar

Print Friendly, PDF & Email
SHARE THIS ARTICLE
Share Tweet Post Email

We are a boutique firm that offers a comprehensive suite of wealth management solutions.

Talk To Us

Footer


Brochure Disclosures Form CRS
455 Market Street, Suite 1600
San Francisco, CA 94105
p: (415) 500-6810
e: info@rscapital.com
Who We Are
What We Do
Insights
News Room
Join The Team
Who We Are | What We Do | Insights | News Room | Join The Team

Copyright © 2025 · Robertson Stephens

  • 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

My Plan

My Portfolio