July 25, 2023 - Chief Economist, Jeanette Garretty, hosts Chief Investment Officer, Stuart Katz, and Head of Wealth Planning, Mallon FitzPatrick, to discuss the 1st half of 2023 and their expectations for the remainder of the
Insights
The Best Gift for Recent College Grads
By Mallon FitzPatrick As published in Rethinking65 July 6, 2023 - Summer is here, and with it, a fresh flock of college graduates eager to assert their independence and embark on a new chapter of their lives. Many advisors and investors are
Preparing Grads For A Future In Investing
By Karen McClintock, CFA June 30, 2023 - About four million people will graduate from college this year* and begin establishing careers. For graduates, their relationship with money can change significantly once they have a job and pay their own
3 Questions with Robertson Stephens featuring Mallon FitzPatrick – Financial Tips for Recent Graduates
June 26, 2023 - Head of Wealth Planning, Mallon FitzPatrick, joins Chief Marketing Officer, Louis Calabrese, to discuss financial tips for recent graduates. Disclosures Investment advisory services offered through Robertson Stephens Wealth
Many High-Income Earners are Missing Out on the HSA
By Mallon FitzPatrick and Vicky Jung June 23, 2023 - High-income earners may not be optimizing their Health Savings Accounts (HSAs), overlooking an easy and effective means to cover future health costs and transfer wealth. HSAs offer
The Cost of Raising a Child in America
By Mallon FitzPatrick and Alicia Denton May 30, 2023 - Less and less Americans are choosing to have children. The U.S. birth rate fell 13% from 2002 to 2019, according to a recent CDC national survey. One of the reasons more Americans are deciding
3 Questions with Robertson Stephens featuring Mallon FitzPatrick – Disability Insurance
May 23, 2023 - Head of Wealth Planning, Mallon FitzPatrick, joins Chief Marketing Officer, Louis Calabrese, to discuss disability insurance for high income earners. Disclosures Investment advisory services offered through Robertson Stephens
Planning for Retirement AFTER You Have a Plan
By Karen McClintock, CFA May 7, 2023 - We all know the peace of mind a solid financial plan provides. And we’ve all heard about the need to carry friendships and hobbies into retirement while keeping active. People should start focusing on
3 Questions with Robertson Stephens featuring Mallon FitzPatrick – Selling Your Business
May 3, 2023 - Head of Wealth Planning, Mallon FitzPatrick, joins Chief Marketing Officer, Louis Calabrese, to discuss how to prepare to sell your business. Disclosures Investment advisory services offered through Robertson Stephens Wealth
3 Questions with Robertson Stephens featuring Stuart Katz
April 21, 2023 - Chief Investment Officer, Stuart Katz, joins Chief Marketing Officer, Louis Calabrese, to discuss his views on the remainder of 2023, commercial real estate and AI(artificial intelligence). Disclosures Investment advisory
