What Just Happened? By Chief Economist, Jeanette Garretty The just-concluded March meeting of the Federal Open Market Committee (FOMC) ended with an unsurprising statement leaving the target Fed Funds at 5.25%-5.5% and citing a need for more
Office Burlingame, CA
Jeanette Garretty on Bloomberg Daybreak Asia
Chief Economist and Managing Director, Jeanette Garretty appeared on Bloomberg Daybreak Asia to discuss her market perspective and how The Fed in the US will act later this week. Jeanette touched upon commercial real estate, CPI and jobs numbers in
3 Questions with Robertson Stephens featuring Managing Director & Principal, Pam Friedman
March 18, 2024 - Chief Marketing Officer Louis Calabrese hosts Managing Director and Principal Pam Friedman, where they discuss divorce planning. They cover why a financial planner is advantageous in the divorce process as well as steps you should
Advisors Name the New Technology That’s Having the Biggest Impact on Their Firms
Chief Investment Officer Stuart Katz was featured in Barron’s ‘Advisors Name the New Technology That’s Having the Biggest Impact on Their Firms.’ “The investment process can be very time consuming with regard to sourcing, evaluating, and underwriting
Robertson Stephens Hits $5 billion AUM, Deepens Presence in the Northeast
The firm welcomes wealth managers, William Thrush and Meghan Rump, in new CT office, 5th office in the Northeast SAN FRANCISCO, March 1, 2024 — Robertson Stephens Wealth Management, LLC ("Robertson Stephens") has reached $5 billion in AUM and has
Is the S&P at 5,100 Sustainable?
By John Lau February 29, 2024 - The S&P 500 has surged to all-time highs near 5,100, thanks primarily to the NVDA earnings explosion. That performance reinvigorated AI enthusiasm and that, in turn, helped to propel stocks higher across the
3 Questions with Robertson Stephens featuring Head of Wealth Planning, Mallon FitzPatrick
February 20, 2024 - Chief Marketing Officer Louis Calabrese hosts Mallon FitzPatrick to talk about what you need to do to prepare for the expiration of the Tax Cuts and Jobs Act, gifting concerns and solutions, and why we should look at Roth
Why Did Stocks Drop Yesterday?
It’s Not Because of What You May Think By John Lau February 14, 2024 - Stocks dropped sharply yesterday when the CPI numbers came in “warmer than expected”. But yesterday’s CPI did not really show any signs of reversal on disinflation. Instead,
Bullish Assumptions Updated
By John Lau February 2, 2024 - In my January market letter, I wrote “… I want to start 2024 clearly defining what I see to be the five most important assumptions investors are making right now, because it’s how these events occur vs. these
FOMC Commentary – January 31, 2024
By Chief Economist, Jeanette Garretty The FOMC statement released today is, in its language, quite benign. Notably, any language indicating a bias towards hiking interest rates (should inflation pressures return and/or inflation fail to continue
