This week the Investment Office continues to watch inflation and other macro drivers as the Fed tackles inflation and supports growth. Around the world, Europe's main focus continues to be the Russian gas dispute; China's economy has slowed down
financial planning
Wealth Planning Doesn’t Require Rules of Thumb
By Mallon FitzPatrick, CFP® July 29, 2022 - Generally speaking, rules of thumb exist to simplify life. There’s no sense in trying to reinvent the wheel after someone already went through the process of trial and error that spawned the rule in the
Robertson Stephens Weekly Commentary – July 25, 2022
This week the Investment Office is watching the next big focal point for markets - the Fed’s next decision on Wednesday. Additionally, more than 170 S&P 500 companies will report earnings this week and at this early stage of the reporting period,
Robertson Stephens Weekly Commentary – July 18, 2022
This week the Investment Office continues to watch market fluctuations as markets, which until recently were all about pricing in ongoing inflation, now seems focused on the risk of a policy error and recession in a period of transition after nearly
Robertson Stephens Weekly Commentary – July 11, 2022
This week the Investment Office keeps an eye out on earnings season as it begins. In their initial assessment, the biggest threat to a sustainable expansion remains inflation and the Fed will need restrictive rates to address that issue. On the
Robertson Stephens Weekly Commentary – July 5, 2022
This week the Investment Office discusses how the macroeconomic story is affecting the equity and fixed income markets, rates, currencies and commodities. On the economic front, the tug-of-war between inflation and economic growth continues unabated
Hierarchy of Tax Deferral Strategies
By Mallon FitzPatrick, CFP As published in Rethinking65 June 30, 2022 - You cannot control market behavior, but you do hold sway over how you manage taxes, which reduce investment returns on portfolios and are often compounded by state taxes.
Robertson Stephens Weekly Commentary – June 27, 2022
This week the Investment Office summarizes the past 6 months and provides its outlook for the rest of the year in regards to equities, fixed income, rates and other market indicators. On the economic front, the Fed reemphasizes its stance on reducing
Mallon FitzPatrick in FA Magazine
June 21, 2022 Principal and Managing Director, Mallon FitzPatrick was featured in Financial Advisor Magazine discussing how “High- And Ultra-High-Net-Worth Clients Require an Innovative Approach.” Mallon said, “Not all high and
Robertson Stephens Weekly Commentary – June 21, 2022
This week the Investment Office summarizes another volatile week across markets as we saw further rate hikes from central banks where investors are left wondering if a more aggressive policy shift will ultimately succeed in dampening inflation,

