This week the Investment Office discusses interest rate hikes by the European Central Bank (ECB), the impact on the US fixed-income markets, and portfolio implications. On the economic front, the FOMC meeting is later this week, and an interest rate
financial planning
Mallon FitzPatrick in Financial Advisor
Mallon FitzPatrick was featured in Financial Advisor discussing “Tax Changes Could Spell Trouble For Clients Who Pay Domestic Staff.” “Household staff, whether babysitters, nursing aides, gardeners, or housekeepers, are often paid in cash and
Robertson Stephens Weekly Commentary – June 6, 2022
This week the Investment Office discusses certain considerations in the market, the impact of the Fed embarking on quantitative tightening, and a range of potential outcomes. On the economic front, last Friday's non-farm payroll report confirmed that
Robertson Stephens Weekly Commentary – May 31, 2022
This week the Investment Office provides insights into how the markets are performing and how they continue to monitor real rates as an important determinant of asset class performance and portfolio implications. Our Chief Economist points out the
Robertson Stephens Weekly Commentary – May 23, 2022
This week the Investment Office provides insights into how the markets anticipate interest rates going higher, growth stocks going lower and value stocks outperforming growth. Our Chief Economist highlights the continued tension between the Fed and
Robertson Stephens Weekly Commentary – May 16, 2022
This week the Investment Office discusses the volatility in both fixed income and equity markets, the increased probability of an economic recession, and the implications it has on your portfolio. Our Chief Economist covers the soon-to-be-released
Mallon FitzPatrick in Financial Planning
Mallon FitzPatrick was featured in Financial Planning discussing “How financial advisors can help clients with retirement by planning early.” Read the full piece here: https://bit.ly/3FDmyQJ
Robertson Stephens Weekly Commentary – May 9, 2022
This week the Investment Office provides 4 reasons the investment markets continue to struggle while we are seeing elevated levels of volatility in equity and bond markets reflecting near-term pessimism and uncertainty. Economic forecasters – and
Robertson Stephens Weekly Commentary – May 2, 2022
This week the Investment Office provides an overview of where we are with the markets, a reminder of the basic principles of investing, and suggested next steps. On the economic front, our Chief Economist, Jeanette Garretty, shares the recent article
Converting to a ROTH? You May Want to Think Twice
By Mallon FitzPatrick, CFP April 27, 2022 - If clients know one thing about the difference between a traditional individual retirement account (IRA) and a Roth IRA, it’s typically that the former enables “tax-deferred” contributions while the
