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Robertson Stephens Weekly Commentary – March 6, 2023

The testimony before Congress this week by Fed Chairman Jerome Powell will shed critical light on the Fed’s thinking as it approaches its next FOMC interest-rate setting meeting on March 21-22. While it is highly unlikely that he will be very specific about the much-debated “terminal rate”, it is reasonable to expect that he will spend some time parsing both the current rate of inflation and the present state of the US economy. Macro-optimism catalyzed a risk asset rally. Almost everything went up, especially securities sponsored by financially weak companies. Last year’s losers have turned into this year’s darlings (so far). On the wealth planning front, we discuss childfree individuals and families and the importance of having a wealth plan despite not having children.

Click Here to Read the March 6, 2023, Economic Commentary

Click Here to Read the March 6, 2023, Investment Commentary

Click Here to Read the March 6, 2023, Wealth Planning Commentary

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

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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

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