March 2, 2022 - Chief Economist Jeanette Garretty was featured in Craig Torres’ Bloomberg coverage “Powell Plows Ahead Toward Rate Hikes With Eyes on War Impact.” Jeanette shared, “Monetary policy at the point we are at right now is primarily
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Robertson Stephens Finalist in 2022 Family Wealth Report Awards
The firm named finalist in Outstanding Contribution to Wealth Management Thought Leadership Category, Jeanette Garretty named finalist in Women in Wealth Advisory (Individual) Category San Francisco, Calif.—March 2, 2022 – Robertson Stephens
Time is Running Out for Popular Tax-Saving Strategies
February 28, 2022 - Mallon FitzPatrick was featured in Financial Advisor Magazine discussing that “Time Is Running Out for Popular Tax-Saving Strategies” and how advisors may still be able to help clients with their taxes this year. Mallon’s thoughts
What is the Prime Rate?
February 15, 2022 - Chief Economist Jeanette Garretty was featured in Forbes Advisor discussing the Prime Rate, how it is determined and its impact on the economy and consumers. “There is a rule of thumb that the prime rate is “fed funds plus 3,”
Taking Assets Off The Table
Febuary 1, 2022 - Mallon FitzPatrick was featured in FA Magazine where he discussed asset protection trusts being “part of building a strong liability shield.” Read the full article here
Fed Chair Powell expected to get ‘a grip on communication’ with markets: Economist
January 26, 2022 - Jeanette Garretty was featured on Yahoo Finance discussing the Fed’s press conference and the impact of COVID on the labor market. Watch her interview here.
Robertson Stephens Doubles Assets, Continues National Expansion
The firm’s expansion in areas of expertise and regions shows the value of a client-first mindset, comprehensive wealth planning, institutional quality investments and award-winning San Francisco, Calif.—January 25, 2022—Robertson Stephens Wealth
End of Student Loan Relief Program Opens Doors for FAs
December 30, 2021 - Rick Tasker spoke with Financial Advisor IQ about the end of student loan relief program opening opportunities to financial advisors. Read his insights here:
Jeanette Garretty on Bloomberg Radio
December 30, 2021 - Jeanette Garretty spoke to Bloomberg Daybreak Asia Radio about the labor markets, global economy and her economic 2022 outlook. Listen here:
How a Chinese Takeover of Taiwan Would Affect Investments
December 21, 2021 - Our CIO, Stuart Katz spoke with Chief Investment Officer Magazine markets editor Lawrence Light about “How a Chinese Takeover of Taiwan Would Affect Investments.” Stuart shared his insights that “it’s in China’s best interest to
