What Just Happened? By Chief Economist, Jeanette Garretty The just-concluded March meeting of the Federal Open Market Committee (FOMC) ended with an unsurprising statement leaving the target Fed Funds at 5.25%-5.5% and citing a need for more
Insights
3 Questions with Robertson Stephens featuring Managing Director & Principal, Pam Friedman
March 18, 2024 - Chief Marketing Officer Louis Calabrese hosts Managing Director and Principal Pam Friedman, where they discuss divorce planning. They cover why a financial planner is advantageous in the divorce process as well as steps you should
3 Questions with Robertson Stephens featuring Head of Wealth Planning, Mallon FitzPatrick
February 20, 2024 - Chief Marketing Officer Louis Calabrese hosts Mallon FitzPatrick to talk about what you need to do to prepare for the expiration of the Tax Cuts and Jobs Act, gifting concerns and solutions, and why we should look at Roth
FOMC Commentary – January 31, 2024
By Chief Economist, Jeanette Garretty The FOMC statement released today is, in its language, quite benign. Notably, any language indicating a bias towards hiking interest rates (should inflation pressures return and/or inflation fail to continue
2024 Investment and Wealth Planning Outlook Webinar
January 25, 2024 - Chief Economist Jeanette Garretty hosted Chief Investment Officer Stuart Katz and Head of Wealth Planning Mallon FitzPatrick as they discussed the end of 2023 and their outlook for 2024. Disclosures Investment advisory
Q4 2023 Economic Commentary
By Jeanette Garretty, Chief Economist The fourth and final quarter of 2023 saw a resolution of a number of important questions: Would inflation decelerate as hoped? Would the US economy falter? Would the Federal Reserve ever stop raising interest
Wealth-Planning Moves for 2024
As published in Rethinking65 Tax Cut and Jobs Act (TCJA) provisions are set to expire in less than two years. Making changes to position clients may take a lot of time. By Mallon FitzPatrick and Alicia Denton January 26, 2024 - Last year
FOMC Commentary – December 13, 2023
By Chief Economist, Jeanette Garretty The FOMC statement released today confirmed the intention to keep interest rates unchanged—and, somewhat surprisingly—provided subtle, important support for the current discussion in financial markets about
Retirement Plans for Highly Compensated Individuals
By Victoria Jung, CFP® December 1, 2023 - Retiring comfortably requires careful planning and preparation. Making the most of your post-work years is an exercise in flexibility and deliberation that begins long before you start to settle down and
Impactful Financial Planning Considerations For Mid-Career, High-Net-Worth Earners
As published in Private Wealth Avi Deutsch is a managing director at Robertson Stephens, where he advises on portfolio management, financial planning and social impact investing. Deutsch especially enjoys working with tech executives and
