September 27, 2022 - Managing Director and Head of Wealth Planning, Mallon FitzPatrick, CFP® was featured in Financial Planning to discuss "Rising interest rates cause pain for estate planning moves used by the ultrarich." Higher interest rates have
News
Private Equity, the Hot Asset Class for Allocators, Faces Headwinds
September 22, 2022 - Chief Investment Officer, Stuart Katz, was featured in Chief Investment Officer Magazine to discuss ‘Private Equity, the Hot Asset Class for Allocators, Faces Headwinds.’ “It seems prudent on the 2022 vintage year,” Katz said,
As Fed battles inflation, financial advisors brace for recession fallout
September 20, 2022 - Chief Investment Officer, Stuart Katz, was featured in InvestmentNews ‘As Fed battles inflation, financial advisors brace for recession fallout.’ ’ “It’s hard to time the markets, especially when half of the S&P 500 Index’s
FAs Weigh In: What Are You Reading?
August 31, 2022 - Managing Director and Principal, Karen McClintock, CFA, CIC was featured in Financial Advisor IQ discussing what books Financial Advisors are reading. “While Trennert is at the helm of an award winning macro-economic research
No Recession Here, Just a Slowing, Healthy Economy
August 26, 2022 - Chief Economist and Managing Director, Jeanette Garretty appeared on TDAmeritrade Market on Close to discuss ‘No Recession Here, Just A Slowing, Healthy Economy.’ “The view is that even over the longer term when everything is fine,
The Nuts And Bolts Of The Inflation Reduction Act For Clients
August 23, 2022 - Chief Investment Officer, Stuart Katz, and Head of Wealth Planning, Mallon FitzPatrick were featured in Financial Advisor Magazine to discuss ‘The Nuts And Bolts Of The Inflation Reduction Act For Clients.’ Read the full piece here:
Jeanette Garretty on CNBC Squawk Box
August 5, 2022 - Chief Economist, Jeanette Garretty, appeared on CNBC Squawk Box to discuss July’s job report and its impact on the economy. “One way to look at this, which is not commonly said, is this means that the economy can sustain where the
Jeanette Garretty on Bloomberg TV Daybreak Australia
August 4, 2022 - Chief Economist and Managing Director, Jeanette Garretty appeared on air with Bloomberg LP to discuss expectations of the latest nonfarm payrolls data in the US and the policy path of the Federal Reserve. Jeanette commented that
Robertson Stephens Ranked in ‘Top 50 Fastest Growing Firms’ by FA Magazine
The firm ranked #7 on the list, recognized for its rapid national growth San Francisco, CA – August 4, 2022 – Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) has been featured in ‘FA Mag’s Top 50 Fastest – Growing RIA Firms’,
Why is Inflation Bad? 3 Effects of Inflation
July 29, 2022 - Chief Economist and Managing Director, Jeanette Garretty was featured in Forbes to discuss ‘Why Is Inflation Bad? 3 Effects of Inflation.’ Jeanette commented, “In every economic environment, there are winners and losers, and inflation
