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Robertson Stephens Weekly Commentary – March 4, 2024

It has seemed like the “Fed Funds Rate Cut in March “ mantra has dominated the financial news for months, despite the efforts of many to point out that the Fed has never indicated that they would move so soon. Now, that March FOMC meeting where so many thought this critical decision would be made is two weeks away, and it all feels a bit anti-climactic. The month closed a strong February, with the S&P 500 marking its strongest beginning two months of the year since 2019, according to The Wall Street Journal. The week’s gains were also broad-based. For the year-to-date period, the capitalization-weighted version of the S&P 500 index remained ahead of the equal-weight index by 409 basis points (4.09 percentage points), reflecting the outperformance of large, technology-oriented growth stocks. On the wealth planning front, we share how the IRS will be auditing high earners as well as how high yield savings accounts may fall short.

Click Here to Read the March 4, 2024, Economic Commentary

Click Here to Read the March 4, 2024, Investment Commentary

Click Here to Read the March 4, 2024, 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

(415) 500-6810

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