June 27, 2023 - Chief Investment Officer, Stuart Katz was featured in Chief Investment Officer Magazine to discuss ‘For Trend-Setting Family Offices - and Those Following Their Lead - Timing Is Key.’ “There are diverse
Office Madison, NJ
3 Questions with Robertson Stephens featuring Mallon FitzPatrick – Financial Tips for Recent Graduates
June 26, 2023 - Head of Wealth Planning, Mallon FitzPatrick, joins Chief Marketing Officer, Louis Calabrese, to discuss financial tips for recent graduates. Disclosures Investment advisory services offered through Robertson Stephens Wealth
Many High-Income Earners are Missing Out on the HSA
By Mallon FitzPatrick and Vicky Jung June 23, 2023 - High-income earners may not be optimizing their Health Savings Accounts (HSAs), overlooking an easy and effective means to cover future health costs and transfer wealth. HSAs offer
RIAs Must Achieve Organic Growth Before M&A Deals
June 22, 2023 - Chief Executive Officer, Raj Bhattacharyya was featured in Financial Advisor Magazine to discuss ‘RIAs Must Achieve Organic Growth Before M&A Deals.’ “If you can nail down exactly why you’re doing a deal and where you want to take
When Will Gas Prices Go Down?
June 13, 2023 - Chief Investment Officer, Stuart Katz was featured in The Wall Street Journalto discuss ‘When Will Gas Prices Go Down? Don't expect cheap Covid-era gas prices to return any time soon.’ "A large share of retail gas prices is crude oil
HSAs Offer Untapped Retirement Benefits For Wealthy, Advisors Say
June 5, 2023 - Head of Wealth Planning, Mallon FitzPatrick was featured in Financial Advisor Magazine to discuss ‘HSAs Offer Untapped Retirement Benefits For Wealthy.’ “Contributing $7,500 today will allow the taxpayer to deduct this amount from
Dr. Copper’s weak performance suggests more economic woes ahead
June 1, 2023 - Chief Investment Officer, Stuart Katz was featured in MarketWatch to discuss ‘Dr. Copper’s weak performance suggests more economic woes ahead.’ Forecasts suggest "growing demand for copper from the power and construction sectors, and
Best Investments For A Debt Ceiling Deal
June 1, 2023 - Chief Investment Officer, Stuart Katz was featured in Forbes to discuss ‘Best Investments For A Debt Ceiling.’ Katz is urging clients to keep eyes peeled for small-cap investment opportunities. “During periods of higher inflation,
Can The Performance of Large-Cap Tech Hold up in the Longer-Term?
May 31, 2023 - Chief Investment Officer, Stuart Katz appears on Nasdaq TradeTalks discussing ‘Can The Performance of Large-Cap Tech Hold up in the Longer-Term?’ “All risk markets are priced relative to the risk-free rate of US treasuries, however,
The Cost of Raising a Child in America
By Mallon FitzPatrick and Alicia Denton May 30, 2023 - Less and less Americans are choosing to have children. The U.S. birth rate fell 13% from 2002 to 2019, according to a recent CDC national survey. One of the reasons more Americans are deciding
