January 4, 2023 - Managing Director, Avi Deutsch was featured in Barron’s discussing ‘Tech Employees’ Stockholdings Have Taken a Hit. Financial Pros Offer Advice.’ “Clients who are young can afford to have a lot of exposure to an
News
Robertson Stephens’ Stuart Katz: Answering Key Questions Heading Into 2023
As published for Financial Advisor Magazine - Private Wealth January 3, 2023 - As Chief Investment Officer, and Principal at Robertson Stephens, Stuart Katz creates and leads the firm’s investment strategy, global asset allocation, portfolio
Wealth Business Buyers Becoming More Selective – Robertson Stephens CEO
As published in Family Wealth Report January 2, 2023 How important are M&A deals as part of Robertson Stephens' overall growth strategy? M&A plays an important role in our overall growth strategy as does organic growth; however,
6 of the Worst Assets to Inherit
December 31, 2022 - Mallon FitzPatrick was featured in MoneyTalksNews to discuss “6 of the Worst Assets to Inherit.” “Inheriting a share of a regular small business may be less than ideal. It can cause multiple problems, ranging from strained
Robertson Stephens Hits $4bn AUM as It Continues to Expand in the Bay Area
LFS Wealth Advisors joins; Robertson Stephens opens its fifth and sixth Bay Area offices San Francisco, Calif.—December 15, 2022—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) welcomes LFS Wealth Advisors (“LFS”), a San Ramon, CA
Robertson Stephens Strengthens Northeast Presence
Vodia Capital joins Robertson Stephens, opens new Boston office San Francisco, Calif.—December 13, 2022—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) adds Vodia Capital, LLC (“Vodia”), a Boston-based registered investment
S&P 500 Notches Five-Day Losing Streak as Investors Mull Path for Rates
December 7, 2022 - Chief Investment Officer, Stuart Katz was featured in The Wall Street Journal to discuss ‘S&P 500 Notches Five-Day Losing Streak as Investors Mull Path for Rates.’ “Risk markets are highly dependent and seesawing with each new
What Is the Bigger Risk for Investors Today Interest Rate Risk or Recession Risk?
November 22, 2022 - Chief Investment Officer, Stuart Katz appears on Nasdaq Trade Talks to discuss whether interest rate risk or recession risk is a bigger risk for investors. “Inflation is going to be more persistent than history would suggest, and
What To Do With Clients’ Cash Now That Interest Rates Are Up
November 16, 2022 - CIO, Stuart Katz was featured in Financial Advisor Magazine discussing ‘What To Do With Clients’ Cash Now That Interest Rates Are Up.’ “I Bonds are government-backed [and] state- and local-income tax free,” says Katz. But “there
How To Take Advantage Of Higher Tax Brackets, Deductions
November 14, 2022 - Principal and Managing Director, Frank Corrado was highlighted in Financial Advisor Magazine to discuss “How To Take Advantage Of Higher Tax Brackets, Deductions.” “It would be better to take the income in 2023 to take advantage
