December 7, 2023 - Chief Investment Officer, Stuart Katz was featured in Barron’s ‘Here’s Why Financial Advisors Loved Charlie Munger.’ “I think many of us who are passionate about investing and markets will remember Charlie Munger for his
Office San Ramon, CA
Retirement Plans for Highly Compensated Individuals
By Victoria Jung, CFP® December 1, 2023 - Retiring comfortably requires careful planning and preparation. Making the most of your post-work years is an exercise in flexibility and deliberation that begins long before you start to settle down and
Chris Knapp on Financial Planning Podcast
December 1, 2023 - Principal and Managing Director, Christopher L. Knapp appeared on Financial Planning podcast to discuss ‘How to have more impactful ESG conversations with clients.’ "If you go into a room of people and start talking about going
Jeanette Garretty on Bloomberg Radio
November 27, 2023 - Chief Economist and Managing Director, Jeanette Garretty appeared on Bloomberg Daybreak Asia to discuss U.S. eco data/preview Fed. “I just want to highlight, I think it's going to be an interesting meeting and I think there's
3 Questions with Robertson Stephens featuring Best Selling Author, Speaker, and Consultant Rachel Kodanaz – Personal Possessions
November 16, 2023 - Chief Marketing Officer, Louis Calabrese, hosts Managing Director, Lauren Sigman and best selling author, speaker, and consultant Rachel Kodanaz to discuss strategies for categorizing and passing on personal possessions to the
Robertson Stephens Continues Its National Expansion with 4th office in the Mountain States
Wealth manager Tom Bruno joins to establish Jackson, WY office San Francisco, Calif.— November 6, 2023—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) opens a new office in Jackson, Wyoming, further growing its national presence
How Advisors Can Help Clients Solve The Roth 401(k) Puzzle
November 2, 2023 - Principal and Managing Director, Mallon FitzPatrick was featured in Financial Advisor Magazine discussing ‘How Advisors Can Help Clients Solve The Roth 401 (k) Puzzle.’ “The mega backdoor Roth can be a prudent strategy” FitzPatrick
FOMC Commentary – November 1, 2023
By Chief Economist, Jeanette Garretty The FOMC interest rate announcement today came in almost completely as expected, holding the Fed Funds policy target at 5.25%-5.5% and no change in the Quantitative Tightening (QT) program which has served to
Jeanette Garretty on Bloomberg Daybreak: Australia
November 1, 2023 - Chief Economist and Managing Director, Jeanette Garretty appeared on BloombergDaybreak: Australia to discuss her outlook for the US economy as investors await the November Fed Rate decision. “I think that what they're going to do
Why Tech Is Driving the Selloff and What Can Stop This Selloff?
By John Lau, CPA, CFP® October 31, 2023 – The S&P 500 fell to fresh five-month lows last week thanks not to rising yields (they fell), or geopolitical concerns, but instead because of earnings, as the number of companies reporting some sort of
