Jeanette Garretty, Chief Economist, November 12, 2020 Only an economist would be bold—or foolish— enough to discuss the outlook for 2021 with the political and economic horizon shrouded in so much mist and fog. And yet, rare is the business that
Insights
Overconfidence Bias: 2020 Election, COVID and Portfolio Implications
Stuart Katz, Chief Investment Officer, November 11, 2020 Overconfidence refers to the phenomenon that people’s confidence in their judgments and knowledge is higher than the accuracy of these judgments. For example, a person who thinks their sense
Your Relationships: Should You Prepare a Pre- or Post- Nuptial Agreement
Pam Friedman, Managing Director and Principal, November 10, 2020 Protecting your assets isn’t just about insurance. Couples willingly enter marriage without considering the impact of a break-up while few would enter a business partnership without
2020 Election Roundtable with Stuart Katz
Chief Investment Officer Stuart Katz participated in an Election Roundtable discussing the 2020 Election impact. https://youtu.be/WnP5-xK7yoY Disclosures Investment advisory services offered through Robertson Stephens Wealth
How the 2020 Elections Will Impact Portfolios
Stuart Katz, Chief Investment Officer, October 28, 2020 WHAT IS YOUR PERSPECTIVE ON THE CURRENT ENVIRONMENT? First, regarding the health crisis. Covid-19 related issues are still the dominant factor in personal and business activities, but we are
2020 T3 Conference CEO Panel with Raj Bhattacharyya
CEO Raj Bhattacharyya participated in the 2020 T3 Conference CEO Panel discussing the pandemic and its effects on the wealth management industry. https://youtu.be/Vb5McfMswDI Disclosures Investment advisory services offered through Robertson
Business Planning and the Economy
Jeanette Garretty, Chief Economist, September 9, 2020 Anyone who has taken a first-year economics course has heard about what is sometimes called the micro-macro paradox, where completely valid decisions by individual actors in the marketplace
The US Presidential Election and Politics in Your Portfolio
Stuart Katz, Chief Investment Officer, August 12, 2020 Politics and Markets Markets dislike uncertainty and we are within three months of a U.S. presidential election, while in the middle of a pandemic. The S&P 500’s average historical
S&P Concentration Considerations
August 4, 2020 - There are increasing concerns in the market place regarding the concentration in the S&P500. Click Here for the Investment Office’s Perspective on this Concentration Topic We maintain the view that fundamentals are the
Investing for Future Growth
By Jeanette Garretty, Chief Economist July 21, 2020 - The Congressional Budget Office (CBO) regularly prepares long-term economic growth forecasts in order to fulfill its mandate to analyze the budgetary impact of current and proposed federal
