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Robertson Stephens Weekly Commentary – March 25, 2024

Despite a remarkably dovish statement and outlook last week by the Federal Open Market Committee and Chairman Jerome Powell, inflation continues to be highly topical. It will be back in the spotlight with the release of PCE numbers for February this

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Filed Under: Weekly Commentary Tagged With: Economic Insights, financial planning, Investment Office Insights, Jeanette Garretty, Mallon Fitzpatrick, Stuart Katz

Robertson Stephens Weekly Commentary – March 18, 2024

According to Shakespeare, Spring is "when winds breathe sweet, untidy though they be." Spring arrives this week on Tuesday, March 19, at 8:06 pm Pacific Time, just in time to kick up some untidy winds for Wednesday's much-anticipated Federal Open

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Filed Under: Weekly Commentary Tagged With: Economic Insights, financial planning, Investment Office Insights, Jeanette Garretty, Mallon Fitzpatrick, Stuart Katz

Robertson Stephens Weekly Commentary – March 11, 2024

Markets are looking for a slight — very slight but critical — improvement in the inflation numbers for February that will be released this week. Fed Chairman Powell has already signaled, with surprising clarity last week, the Fed’s confidence that it

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Filed Under: Weekly Commentary Tagged With: Economic Insights, financial planning, Investment Office Insights, Jeanette Garretty, Mallon Fitzpatrick, Stuart Katz

Robertson Stephens Weekly Commentary – March 4, 2024

It has seemed like the “Fed Funds Rate Cut in March “ mantra has dominated the financial news for months, despite the efforts of many to point out that the Fed has never indicated that they would move so soon. Now, that March FOMC meeting where so

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Filed Under: Weekly Commentary Tagged With: Economic Insights, financial planning, Investment Office Insights, Jeanette Garretty, Mallon Fitzpatrick, Stuart Katz

Robertson Stephens Weekly Commentary – February 26, 2024

January and early February often bring mini-economic corrections to the excesses at the tail-end of the previous year. Layoffs are generally concentrated in November and December so that businesses can start January with a "clean slate" for the new

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Filed Under: Weekly Commentary Tagged With: Economic Insights, financial planning, Investment Office Insights, Jeanette Garretty, Mallon Fitzpatrick, Stuart Katz

Robertson Stephens Weekly Commentary – February 20, 2024

There is no way around the fact that financial markets did NOT like the upside miss on both the CPI and PPI numbers last week, despite the protestation of economists that the numbers simply reflected the inevitable bumps in the road on the way to 2%

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Filed Under: Weekly Commentary Tagged With: Economic Insights, financial planning, Investment Office Insights, Jeanette Garretty, Mallon Fitzpatrick, Stuart Katz

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

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Filed Under: Insights, Office Austin, TX, Office Boise, ID, Office Boston, MA, Office Burlingame, CA, Office Holmdel, NJ, Office Houston, TX, Office Madison, NJ, Office Marin County, CA, Office Menlo Park, CA, Office New York - Deutsch, Office New York Tierney, Office Pasadena, CA, Office San Francisco - Larkin, Office San Francisco – Amado-McCoy, Office San Ramon, CA, Office Santa Rosa, CA, Office Seattle, WA, Office Sun Valley, ID, Office Vail Valley/Denver, CO Tagged With: financial planning, Mallon Fitzpatrick, wealth planning

Robertson Stephens Weekly Commentary – February 12, 2024

Consumer Price Index numbers for January early in the week and the Producer Price Index for January at the end of the week will bracket retail sales figures and speeches from a number of Federal Reserve Presidents. The expectations for inflation are

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Filed Under: Weekly Commentary Tagged With: Economic Insights, financial planning, Investment Office Insights, Jeanette Garretty, Mallon Fitzpatrick, Stuart Katz

Robertson Stephens Weekly Commentary – February 5, 2024

The reverberations from last week’s blockbuster US Nonfarm Payrolls number will continue this week. Despite the fact that there are many aspects of the data release showing the 353,000 net new jobs created in January (and the upward revisions in

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Filed Under: Weekly Commentary Tagged With: Economic Insights, financial planning, Investment Office Insights, Jeanette Garretty, Mallon Fitzpatrick, Stuart Katz

Robertson Stephens Weekly Commentary – January 29, 2024

January will end, this week, with an economic bang. US employment data for the end of 2023 and the start of 2024 will provide fitting book-ends for the Tuesday/Wednesday meeting of the Federal Open Market Committee (FOMC). The Personal Consumption

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Filed Under: Weekly Commentary Tagged With: Economic Insights, financial planning, Investment Office Insights, Jeanette Garretty, Mallon Fitzpatrick, Stuart Katz

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  • Who We Are
    • Our Story
    • Our Offices and Advisors
    • Our Firm
    • Our Board
    • Join The Team
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

(415) 500-6810

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