By Karen McClintock, CFA October 31, 2022 The role of grandparents has long been to comfort, support, and even spoil their grandchildren. But in a time of rising costs, particularly for education and housing, many grandparents are finding new
financial planning
Robertson Stephens Weekly Commentary – October 24, 2022
Much of the tone for 2023 will be set by the inflation numbers being released in the march to the end of 2022 and the Federal Reserve’s assessment of the embodied inflation risks. It slightly appears that the debate over peak inflation has been
Robertson Stephens Weekly Commentary – October 17, 2022
Three weeks into the fourth quarter of 2022, questions are mounting as to whether the US economy can continue to grow at the estimated 2% annual pace likely to be reported for the third quarter, on October 27. As yet, inflation has not responded to
Robertson Stephens Weekly Commentary – October 10, 2022
We believe an era of low inflation, low interest rates and supportive fiscal and monetary policy has ended. We believe interest rates will probably need to stay higher for longer to tackle sticky inflation and weigh on economic growth. Last week’s US
Patagonia’s Founder Executes Masterful Estate Plan
By Alicia Denton, CFP® and Mallon FitzPatrick, CFP® October 10, 2022 - You may have heard about Patagonia’s September giveaway…and we’re not referring to deep discounts on outdoor apparel! Yvon Chouinard, the founder of the company, recently
Robertson Stephens Weekly Commentary – October 3, 2022
We believe the Fed will continue its path of raising rates until it tackles inflation and will only pivot beforehand if there is deep foreign financial market contagion, massive market liquidity issue, or material credit market disruption. While the
Robertson Stephens Weekly Commentary – September 26, 2022
Extremely hawkish statements by Fed Chairman Powell have had a noticeable impact on sentiment, shifting many economists and analysts into cautioning about an imminent economic recession in the US and possibly globally. The Fed's commentary is
Rising interest rates cause pain for estate planning moves used by the ultrarich
September 27, 2022 - Managing Director and Head of Wealth Planning, Mallon FitzPatrick, CFP® was featured in Financial Planning to discuss "Rising interest rates cause pain for estate planning moves used by the ultrarich." Higher interest rates have
Newman’s Own Lawsuit Underscores Pitfalls of Family Foundation Planning
Transparent communication now could mean fewer legal headaches in the future. By Alicia Denton, CFP® September 26, 2022 - A recent legal battle over the control of a prominent charitable organization exemplifies the need for proactive estate
Robertson Stephens Weekly Commentary – September 19, 2022
With the big “macro week” ahead of us with the Fed meeting on Wednesday and various home statistics, the Investment Office will focus on the Fed’s three primary tools to deliver its monetary policy, which include fed fund rate targets, balance sheet
