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financial planning

Robertson Stephens Weekly Commentary – June 13, 2022

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

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

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

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Filed Under: News Tagged With: financial planning, Mallon Fitzpatrick

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

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

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

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

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

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

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

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

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 

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Filed Under: News Tagged With: financial planning, Mallon Fitzpatrick

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

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

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

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

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

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Filed Under: Insights Tagged With: financial planning, IRAs, Mallon Fitzpatrick, Retirement, Roth

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p: (415) 500-6810
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Copyright © 2025 · Robertson Stephens

  • 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

My Plan

My Portfolio