By Lauren Sigman, CFP and Karen McClintock, CFA March 21, 2022 - Several months ago, a director who sits on a number of nonprofit boards shared an eye-opening story with us concerning an organization’s recent fund-raising activity. A development
financial planning
Robertson Stephens Weekly Commentary – February 28, 2022
This week our investment and economic commentary focus on Russia’s invasion of Ukraine and the geopolitical tensions that are mounting. Both our Investment Office and our Chief Economist, Jeanette Garretty discuss how the invasion adds support for
When Markets Roil… Stop, Drop and Run Simulations
By Mallon FitzPatrick, February 28, 2022 Record-high inflation, rising interest rate fears and spiking geopolitical risk over turmoil in Ukraine are an obvious recipe for market volatility. For rattled investors, it may be beneficial to shift your
Robertson Stephens Weekly Commentary – February 22, 2022
This week, the Investment Office provides commentary on the global equity markets, which continue to be influenced by two primary factors: rising geopolitical risk and changing central bank policies; the historical market context and learning from
Robertson Stephens Weekly Commentary – February 14, 2022
This week, our Chief Investment Officer, Stuart Katz, provides an update on recent market performance while writing about how it's time to transition from the Fed to Fundamentals. Our Chief Economist, Jeanette Garretty, discusses how the uncertainty
Robertson Stephens Weekly Commentary – February 7, 2022
This week, our Chief Investment Officer, Stuart Katz, answers three questions the risk markets may be asking. Our Chief Economist, Jeanette Garretty, highlights the extremely robust job numbers that came out while keeping an eye on upcoming inflation
Robertson Stephens Weekly Commentary – January 31, 2022
This week, our Chief Investment Officer, Stuart Katz, shares his insights on several factors that are driving elevated volatility with the most impactful variable being the increased hawkishness from central banks. On the economic front, our Chief
Taking Assets Off The Table
Febuary 1, 2022 - Mallon FitzPatrick was featured in FA Magazine where he discussed asset protection trusts being “part of building a strong liability shield.” Read the full article here
Why I Need a Wyoming Trust!
By Mallon FitzPatrick, CFP® January 27, 2022 - Ever fear you might be missing out on a good opportunity to save on income taxes by transferring assets to a trust in another state? You’re not alone. I’ve counseled more than a few clients suffering
Robertson Stephens Weekly Commentary – January 24, 2022
This week, our Chief Investment Officer, Stuart Katz, shares his insights on keeping things in perspective regarding the markets, the background of how we arrived where we are today, the Great Transition, and what to expect next. On the economic
