As published on Wealthmanagement.com, by CIO, Stuart Katz December 31, 2021 - We have witnessed bitcoin’s historic trajectory, emerging from cryptographic obscurity to spawn a generation of newly-minted millionaires with shattering highs in
Insights
Economic Outlook 2022: More White-Water Rapids Than Lazy River
As published in Wealthmanagement.com, by Chief Economist, Jeanette Garretty December 31, 2021 - The US economy is likely to enter 2022 in full flood, following robust consumer spending during the holiday season and an outlook for attractive
Multimillion Real Estate Portfolio Presents Income, Inheritance Dilemma
Advisors help a couple determine how to diversify plus leave assets to children and charity. By Mallon FitzPatrick and Alicia Denton, As published in Rethinking65 December 16, 2021 - There is perhaps no better illustration of the power of
Meeting The Challenge Of Rising Client Expectations By Offering The Best Of Both Worlds with Raj Bhattacharyya
As published in Private Wealth December 6, 2021 - Raj Bhattacharyya is the CEO of Robertson Stephens and has over 28 years of experience in the financial services industry. He worked at Deutsche Bank in New York and London for 17 years in various
Time for Holiday Cheer And … Year-End Planning
By Mallon FitzPatrick November 8, 2021 - There is little you can do to quash unwanted tax proposals or quell turbulent market events, but you can take steps to ensure your wealth is fortified against these external forces, synched up to major
From Tech to Rare Earths, China’s Reverberations Instill Both Fear and Opportunity
By Stuart Katz, Chief Investment Officer October 28, 2021 - Every year, the markets seem to exhibit some new idiosyncratic risk. Most recently, we saw the tremors caused by China’s abrupt shift in regulatory policy as it tightened control across
Everything You Need to Know About Long Term Care (LTC) Coverage
Helping clients manage longevity risk is a much better strategy than tackling the ballooning costs of long-term care. By Mallon FitzPatrick, As published in Rethinking65 October 12, 2021 - Covering the costs of health and personal care needs in
Today’s Spotlight: Your Brokerage Account Value May Be Less Than You Think
By Pam Friedman, CFP®, CDFA®, October 6 2021 This is a wakeup call to family attorneys and their clients to urge both to consider what is inside brokerage accounts and not just look at account titles and balances. Your attorney may only look at
American Families Plan Tax Proposals Published September 13, 2021 – Actions to Consider
By Mallon FitzPatrick September 20, 2021 - On September 13, 2021, the House Ways and Means Committee released a draft legislation that proposes tax increases and tax cuts. It is important to keep in mind that this draft legislation is
After Exxon: Seeing ESG Investing Through a New Lens
By Christopher Knapp, Robertson Stephens, and William Page, Essex Investment Management September 16, 2021 - If there’s one thing the recent boardroom showdown over Exxon Mobil Corp’s stance on renewable energy has demonstrated to the world, it’s
