This week we cover the toll of continued geopolitical uncertainty, stubborn inflation, and the effects of aggressive monetary policy shifts, which clearly show in the poorest investor sentiment in 30 years and record mutual-fund outflows. On the
financial planning
Robertson Stephens Weekly Commentary – April 18, 2022
This week we cover the release of the first major corporate earnings reports of 2022 while we feel market volatility will persist given the uncertain handoff of the economic baton from the central bank to earnings fundamentals. Rising interest rates
Estate Planning Mistakes of the Rich and Famous
April 13, 2022 - In my years of advising clients on financial topics, there are two areas of utmost importance where many clients "drag their feet:" maintaining adequate life insurance and having an estate plan. Considering one's mortality is
Robertson Stephens Weekly Commentary – April 11, 2022
This week our Investment Office discusses the increased probability of a 50bps interest rate hike at the upcoming Fed meeting in May and how it's difficult to be broadly bullish on equities at the moment. Our economic commentary provides an overview
Securing a Strong Retirement Act of 2022
April 6, 2022 - Last Tuesday, the House passed the "Securing a Strong Retirement Act of 2022", otherwise known as the SECURE Act 2.0. The bill passed with overwhelming bipartisan support and is expected to receive similar acceptance in the Senate.
P&C rates have soared: Here’s what you need to know
By Mallon FitzPatrick, CFP March 30, 2022 - Property and casualty (P&C) policies in high-risk areas popular among wealthy property owners have become unusually expensive and increasingly hard to get. That’s because a spike in major loss events
Robertson Stephens Weekly Commentary – March 28, 2022
This week our Investment Office discusses the market optimism, fixed income signals and the impact of interest rate hike by the Federal Reserve. Our economic commentary focuses on the growth in Q1 and projections for Q2 while looking at inventory
Robertson Stephens Weekly Commentary – March 21, 2022
This week our investment and economic commentary focus on Russia’s invasion of Ukraine and the This week our Investment Office discusses the recent market rally following the Federal Reserve's interest rate hike, what is happening around global
Robertson Stephens Weekly Commentary – March 14, 2022
This week our investment and economic commentary focus on Russia’s invasion of Ukraine and the This week our investment and economic commentary continue to focus on Russia’s invasion of Ukraine and the geopolitical tensions that are mounting. Our
Robertson Stephens Weekly Commentary – March 7, 2022
This week our investment and economic commentary continue to focus on Russia’s invasion of Ukraine and the geopolitical tensions that are mounting. Our Investment Office is monitoring several macro considerations including (i) wage price inflation,
