FA Magazine By Karen DeMasters on Feb 23, 2021 Veteran investors are still concerned about the economy, but the economic growth rate is too large to ignore. Jeanette Garretty explains why, and how every American can participate in the
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Robertson Stephens and StratiFi Technologies Announce New Partnership
Strengthening client-advisor relationships through award-winning risk evaluation tool SAN FRANCISCO, February 18, 2021—StratiFi, developer of award-winning PRISM Rating™ technology for financial advisors, and Robertson Stephens have announced a
Stuart Katz on TD Ameritrade Network
Our CIO Stuart Katz joined ‘Morning Trade Live” at TD Ameritrade Network with Oliver Renick to discuss selective equity risk assets and thematic opportunities, including ESG and Sustainable Investing, investors should be considering. Watch Stuart’s
Mallon Fitzpatrick on TD Ameritrade Network
February 4, 2021 Mallon Fitzpatrick speaks with TD Ameritrade Network's Nicole Petallides on 'Market Overtime' about getting comfortable with taking risk, or risk tolerance. How much is risk do you need to take to achieve your goals? Watch the
Robertson Stephens Named Finalist in the 2021 Family Wealth Report Awards
The Wealth Management Firm Is Being Recognized for Its Use of Technology February 4, 2021 - We are pleased to announce that Robertson Stephens has been shortlisted for the 2021 Family Wealth Report Awards in the Implementation of Tech
Robertson Stephens Further Expands Southwestern Presence
Wealth manager Christopher Knapp joins to establish Houston office San Francisco, Calif.— February 2, 2021—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) further grows its presence in the Southwest by opening an office in
Jeanette Garretty on TD Ameritrade Network
January 13, 2021 Jeanette Garretty speaks with Nicole Petallides on TD Ameritrade Network talking about inflation risks for long term portfolios and her reaction to the new consumer price index. Watch here. Disclosure Investment
Investors’ Dilemma: Buy Stocks in Growing China, or Not?
CIO Magazine By Lawrence Light on January 12, 2021 Stuart Katz spoke with Lawrence Light to discuss why investing in China is a necessity, and when he sees their economy "inevitably" passing the United States. Despite all this, to a likely
Dow ends at record high despite Capitol siege by mob protesting change of power in Washington
MarketWatch by Joy Wiltermuth on January 6, 2021 Chief Economist, Jeanette Garretty, shares her thoughts on what the new political landscape may entail. “The key is the possible change in the landscape of political power in Washington, D.C.
The 2021 US Economic Outlook and its Wealth Management Challenges
Jeanette Garretty, Chief Economist, December 29, 2020 As published in wealthmanagement.com Although clients will start 2021 buoyed by portfolios that have appreciated and pandemic risk that may be subsiding, numerous uncertainties and risks
