By Lauren Sigman, CFP and Karen McClintock, CFA March 21, 2022 - Several months ago, a director who sits on a number of nonprofit boards shared an eye-opening story with us concerning an organization’s recent fund-raising activity. A development
Insights
The Russian Bear Hugs Markets
By Stuart Katz, Chief Investment Officer March 15, 2022 - First, we want to recognize that any discussion of investments pales in comparison to the beyond tragic devastation and loss of Ukrainian life. Since the Russian invasion of Ukraine on
A Message from Our COO about Cybersecurity
March 2, 2022 As global sanctions grow every day against Russia, there has been an increasing concern of cyberattacks on our country’s information. We at Robertson Stephens want to reemphasize that we take our fiduciary responsibility and
S&P 500 Index and Geopolitical Events
Given the alarming developments in Ukraine, we want to offer some perspective on how geopolitical events have historically impacted the S&P 500 Index. What history tells us is that stocks usually take geopolitical events in stride.
When Markets Roil… Stop, Drop and Run Simulations
By Mallon FitzPatrick, February 28, 2022 Record-high inflation, rising interest rate fears and spiking geopolitical risk over turmoil in Ukraine are an obvious recipe for market volatility. For rattled investors, it may be beneficial to shift your
Investment Office Commentary regarding Recent Ukraine-Russia Events
By Stuart Katz, Chief Investment Officer February 24, 2022 - Global equity markets continue to be influenced by two primary macro factors of rising geopolitical risk and changing central bank policies. Investors have been trying to answer two
M&A in the Wealth Management Industry
CEO Raj Bhattacharyya joined a panel for CFA Society New York on M&A in the Wealth Management Industry. About Robertson Stephens’ philosophy, Raj said: “We happen to be growing quite fast, but we’re not growing for growth’s sake. We cover our
2022 Economic and Investment Outlook Webinar
January 20, 2022 - The beginning of 2022 conjures memories of Yogi Berra's quote "It's déjà vu all over again" in several respects, such as rising Covid counts, rising interest rate expectations, and persistent dysfunction in Washington D.C. Our
Why I Need a Wyoming Trust!
By Mallon FitzPatrick, CFP® January 27, 2022 - Ever fear you might be missing out on a good opportunity to save on income taxes by transferring assets to a trust in another state? You’re not alone. I’ve counseled more than a few clients suffering
Social Security and Divorce
By Pam Friedman January 6, 2022 - The first thing to know about social security payments in retirement is that your divorce terms do not determine how much social security you’ll get FROM SOCIAL SECURITY e.g. the government program that is social
