By Stuart Katz, Chief Investment Officer August 31, 2021 - By now it’s clear we are in the throes of a strong economic recovery, one that has shifted into the expansion phase and is on course to gain steam across regions and countries in the
Insights
Inflation, Productivity, and the American Workforce
By Jeanette Garretty, Chief Economist August 27, 2021 - There is a great deal of attention currently directed to the issue of US inflation. Depending upon the chosen metric— CPI, core CPI, year-over-year, month-over-month-- the rate of inflation
Mid-Year Check Up: Does Your Portfolio Pass the Wellness Test?
August 25, 2021 by Mallon FitzPatrick With the mid-year mark in our rearview mirror, there are reasons to be optimistic about our pandemic economic recovery, which has shifted into an expansion phase and could gain steam in the coming
Heading for Divorce? 3 Financial Planning Steps to Take Now
By Pam Friedman As published in HerMoney July 28, 2021 In my years advising clients as a financial planner, I’ve learned that people tend to think of divorce as a protracted, contentious affair where embittered spouses use unsavory tactics to
2021 Mid Year Economic and Investment Outlook Webinar
July 22, 2021 With the 1st half of 2021 behind us, our Chief Economist Jeanette Garretty and Chief Investment Officer Stuart Katz share their outlooks for the 2nd half of the year. They will look back at topics such as inflation, supply chains and
Portfolio Resilience in the Face of Uncertainty
By Stuart Katz, Chief Investment Officer June 24, 2021 - Despite rapid and unpredictable change in the world, many investors have remained steadfastly focused on near- and medium-term performance, settling into a comfort zone of smooth market
The Best Laid Plans…Are Usually Estate Plans
By Mallon FitzPatrick June 16, 2021 There are many things that catch us off guard. Estate planning should not be one of them. Some may think of estate planning as an open-and-shut financial assessment, where designated boxes are checked during
You Don’t Need a Vaccine to Invest Abroad
By Stuart Katz, Chief Investment Officer, May 28, 2021 While many are still ruminating about a life of international travel, wondering when it might be safe to resume vacation planning overseas, others aren’t waiting to enjoy some of what the
Having ‘The Talk’ with an Aging Parent Doesn’t Have to be Grim
By Mallon FitzPatrick May 17, 2021 Recently, we discussed the psychological hurdles associated with “letting go,” or making the decision to begin transitioning wealth to the next generation as the final years of life draw near. The
Fireside Chat with Mr. Thomas J. Donohue
May 20, 2021 Robertson Stephens is proud to welcome Mr. Thomas J. Donohue, former President and CEO, U.S. Chamber of Commerce. With the pandemic seemingly behind us, our Chief Economist, Jeanette Garretty, hosts Mr. Donohue to discuss the state of
