December 15, 2021 - Chief Economist Jeanette Garretty was featured on Yahoo Finance prior to Fed Chair Powell’s press conference, highlighting the interest in his forthcoming comments on interest rates. Watch her full insights here:
News
Robertson Stephens Continues National Expansion with New Southern California Presence
Wealth manager Karen McClintock joins to establish Pasadena office San Francisco, Calif.—December 8, 2021—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) continues to grow its national footprint, opening an office in Pasadena, CA.
Here’s why millions of affluent investors can relax about the tax bill
November 30, 2021 - Mallon FitzPatrick, CFP® recently spoke with Lynnley Browning at Financial Planning to share his thoughts on “why millions of affluent investors can relax about the tax bill.” He states, “compared to where we were and what we were
Robertson Stephens Continues to Expand Bay Area Presence
Wealth manager Keith Larkin joins San Francisco office San Francisco, Calif.—Nov 30, 2021—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) continues to add new advisors to the firm, welcoming wealth manager, Keith Larkin. Keith
Robertson Stephens Adds New Bay Area-Based Advisor
Wealth manager Moira Amado-McCoy, Ph.D. joins San Francisco office San Francisco, Calif.—November 19, 2021—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) continues to add new advisors to the firm, welcoming wealth manager,
Behavioral finance can help advisors guide clients to better decisions, experts say
November 15, 2021 - Mallon FitzPatrick, CFP® took part in a dynamic conversation around Behavioral Finance at the Financial Planning Invest Connect event. Mallon commented, “You can't always change behavior. If you think that it will negatively
Robertson Stephens Expands Bay Area Presence, Reaches Over $3.3 billion in Assets
Firm expands pension consulting services with wealth manager Rick Tasker joining to establish Santa Rosa office San Francisco, Calif.— October 13, 2021—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) further grows its national
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
Smart Ways To Help Clients See What Comprehensive Planning Entails
By Morey Stettner, Investor's Business Daily October 1, 2021 - Lauren Sigman was featured in an Investor's Business Daily’s story on “Smart Ways To Help Clients See What Comprehensive Planning Entails.” Lauren shared her approach: “Instead of
Stocks May Be In Trouble. Should You Turn to Bonds?
By Annie Nova, CNBC September 30, 2021 - Stuart Katz discusses how “Stocks may be in trouble. Should you turn to bonds?” in a piece by Annie Nova for CNBC. According to Stuart, “Bonds are facing a lot of headwinds with the threat of rising
