December 1, 2023 - Principal and Managing Director, Christopher L. Knapp appeared on Financial Planning podcast to discuss ‘How to have more impactful ESG conversations with clients.’ "If you go into a room of people and start talking about going
financial planning
How Advisors Can Help Clients Solve The Roth 401(k) Puzzle
November 2, 2023 - Principal and Managing Director, Mallon FitzPatrick was featured in Financial Advisor Magazine discussing ‘How Advisors Can Help Clients Solve The Roth 401 (k) Puzzle.’ “The mega backdoor Roth can be a prudent strategy” FitzPatrick
2023 End of Year Wealth Planning Webinar
October 19, 2023 - Head of Wealth Planning, Mallon FitzPatrick, along with Alicia Denton and Vicky Jung discuss end of year wealth planning strategies and how to prepare for 2024 and beyond.
Should You Leave an IRA to a Trust?
As published in Rethinking65 By Mallon FitzPatrick, CFP® There are ample upsides to designating a trust as a beneficiary but it’s not a one-size-fits-all solution. Traditionally, many IRA accountholders designate family members as
Keith Larkin on Smart Money Circle Podcast
October 2, 2023 - Principal & Managing Director, Keith Larkin appeared on Smart Money Circle podcast sharing timeless advice with listeners, reflecting on his current role at Robertson Stephens as well as how he got to where he is today. “The
Preparing Clients For The Risk Of Cognitive Decline
September 21, 2023 - Principal and Managing Director, Mallon FitzPatrick was featured in Financial Advisor Magazine ‘Preparing Clients For The Risk Of Cognitive Decline.’ “Frequent driving accidents, medication errors, and impulsive behavior,”
3 Questions with Robertson Stephens featuring Mallon FitzPatrick – Generational Wealth Transfer
August 29, 2023 - Chief Marketing Officer, Louis Calabrese, hosts Head of Wealth Planning, Mallon FitzPatrick, to discuss generational wealth transfer and why now is the time to do it. Disclosures Investment advisory services offered through
Robertson Stephens Weekly Commentary – August 7, 2023
The non-farm payrolls number for July released last Friday will dominate discussions about the economy over the next few weeks. Not only was the 187,000 jobs-created figure modestly below expectations, but the Bureau of Labor Statistics reached all
Robertson Stephens Weekly Commentary – July 31, 2023
After last week’s mostly positive US numbers for inflation (trending to 3%), economic growth (2.4% in Q2) and earnings (with an especially big exhale of relief over stabilized regional bank deposit flows), optimism over the Federal Reserve’s ability
2023 Mid Year Outlook Webinar
July 25, 2023 - Chief Economist, Jeanette Garretty, hosts Chief Investment Officer, Stuart Katz, and Head of Wealth Planning, Mallon FitzPatrick, to discuss the 1st half of 2023 and their expectations for the remainder of the
