By Jeanette Garretty, Chief Economist April 17, 2023 - In the same way that the arrival of Spring is heralded by a myriad of initially almost imperceptible changes – the arrival of robins, the emergence of leaf buds, the disappearance of nearly
Office New York - Deutsch
Advisor Training: Here Are Firms’ Best Practices
April 5, 2023 - Chief Operating Officer and Principal, Vikram Chugh spoke with Steve Garmhausen for his column in Barron’s to discuss the best practices that Robertson Stephens employs in its ongoing advisor training, highlighting the importance of
Wealth Transfer: The Clock is Ticking
As published in Rethinking65 By Mallon FitzPatrick and Alicia Denton March 30, 2023 - Now may be one of the best opportunities to transfer a significant amount of wealth to future generations. The present market and legislative landscape have
Avoiding Retirement Withdrawal Taxes Can Be Tricky
March 27, 2023 - Managing Director, and Principal John Lau CPA,CFP was featured in Financial Advisor Magazine to discuss ‘Avoiding Retirement Withdrawal Taxes Can Be Tricky.’ “Other considerations include the sale of a residence in the former state,
3 Questions with Robertson Stephens featuring Jeanette Garretty
March 23, 2023 - Chief Economist, Jeanette Garretty, joins Chief Marketing Officer, Louis Calabrese, to discuss the recent FOMC meeting and the economic effects of the Silicon Valley Bank collapse. Disclosures Investment advisory services
Have an overfunded 529? New laws can help
By Vicky Jung, CFP® and Mallon FitzPatrick, CFP® March 22, 2023 - A provision within the recently enacted Secure Act 2.0 may benefit those with an overfunded 529 and provide a new estate planning opportunity. The penalties are high if the funds
IN the Office with Mallon FitzPatrick
March 20, 2023 - Principal and Managing Director, Mallon FitzPatrick was featured on InvestmentNews “IN the Office” discussing ‘Why current market conditions and regulations make this the ideal time to transfer wealth.’ “There’s two reasons right
Some Advisors Tell Clients To Limit Bank Deposits To $250K Per Bank
March 15, 2023 - Principal and Managing Director, Mallon FitzPatrick was featured in Financial Advisor Magazine coverage of what are advisors telling clients to do about their cash accounts with the recent bank failures. “Think of liquidity in terms
Reflections on Banking
By Jeanette Garretty, Chief Economist March 15, 2023 - My career in finance is almost exactly coincident with the deregulation of the banking industry. The Deregulation and Monetary Control Act of 1980 allowed depository institutions a freer hand
Robertson Stephens’ Garretty Reacts to US CPI
March 15, 2023 - Chief Economist and Managing Director, Jeanette Garretty appeared on Bloomberg to discuss the latest US CPI data and banking sector turmoil. “There's always systemic risk when it comes to banking. It is embedded in everything that we
