This week the Investment Office believes that in the current environment, where interest rates were recently at all-time lows and stock valuations high at the end of 2021, rising real rates have been one of the factors leading to a repricing of
financial planning
Robertson Stephens Weekly Commentary – September 6, 2022
This week the Investment Office expects the Federal Reserve to continue raising policy rates towards 4.0% pushing the U.S. economy towards a demand recession to bring inflation under control and potentially higher downside risks to markets. Our base
Robertson Stephens Weekly Commentary – August 29, 2022
This week the Investment Office evaluates the equity and credit markets and their reactions to the Fed’s remarks last Friday. The Investment Office continues to watch for the possibility of a recession and how this new macro backdrop will impact
Understanding the Inflation Reduction Act from a Wealth Planning and Investment Perspective
By Mallon FitzPatrick, CFP®, Head of Wealth Planning, and Stuart Katz, Chief Investment Officer August 29, 2022 - After considerable back and forth between lawmakers and the White House, President Joe Biden signed the Inflation Reduction Act
Robertson Stephens Weekly Commentary – August 22, 2022
This week the markets continue to be dominated by macroeconomic factors. The Investment Office believes that it's prudent to search for investment opportunities where portfolio allocations can be rewarded appropriately for the various rapidly
The Nuts And Bolts Of The Inflation Reduction Act For Clients
August 23, 2022 - Chief Investment Officer, Stuart Katz, and Head of Wealth Planning, Mallon FitzPatrick were featured in Financial Advisor Magazine to discuss ‘The Nuts And Bolts Of The Inflation Reduction Act For Clients.’ Read the full piece here:
Robertson Stephens Weekly Commentary – August 15, 2022
This week the Investment Office remains cautious about taking a victory lap based on the recent combination of a stronger-than-expected jobs report and better-than-expected inflation numbers. The Investment Office's portfolio construction
Robertson Stephens Weekly Commentary – August 8, 2022
This week the Investment Office is closely monitoring the yield curve, inflation and other indicators to determine whether we are in a new cyclical bull market, or just a bear-market rally. We believe that until the Fed reaches its destination, there
4 Reasons On Why To Stay Invested
By Karen McClintock, CFA August 8, 2022 #1 - Keeping Things in Perspective 2022 has been a uniquely volatile year - stocks and bonds are both down for only the second time in current history. I want to share some historical content about
2022 Mid Year Outlook Webinar
July 21, 2022 - With the 1st half of 2022 behind us, our Chief Economist Jeanette Garretty and Chief Investment Officer Stuart Katz discuss their economic and market outlooks for the 2nd half of the year. Head of Wealth Planning Mallon FitzPatrick
