Thus far, earnings reports have bolstered the case for US economic resiliency. While almost all company commentaries acknowledge some impact on profitability from rising costs, including rising interest rates, few earnings reports are signaling
financial planning
Robertson Stephens Weekly Commentary – July 17, 2023
These are the data doldrums of summer. After the fireworks of last week’s US inflation reports — loudly celebrated by many as good news, while Fed Presidents seemed to issue a collective yawn — and the quietly stunning indicators of China’s
Robertson Stephens Weekly Commentary – July 10, 2023
Interest rates staying “higher for longer” — the long-held viewpoint of many economists and Federal Reserve officials, but not necessarily investors— is looking like a higher probability bet every passing day. Yet, last week’s run-up in yields seems
The Best Gift for Recent College Grads
By Mallon FitzPatrick As published in Rethinking65 July 6, 2023 - Summer is here, and with it, a fresh flock of college graduates eager to assert their independence and embark on a new chapter of their lives. Many advisors and investors are
Robertson Stephens Weekly Commentary – July 3, 2023
The third quarter starts with many interesting questions to be resolved about the health of bank balance sheets and the effects on consumer spending from the overturn of President Biden’s student-loan forgiveness program. It is not presently known
Robertson Stephens Weekly Commentary – June 26, 2023
US economic growth for the quarter is currently estimated at 1%-2%, Chinese economic growth is faltering but positive, and European economic activity is holding up nicely, with the exception of Germany which essentially is in recession courtesy of
3 Questions with Robertson Stephens featuring Mallon FitzPatrick – Financial Tips for Recent Graduates
June 26, 2023 - Head of Wealth Planning, Mallon FitzPatrick, joins Chief Marketing Officer, Louis Calabrese, to discuss financial tips for recent graduates. Disclosures Investment advisory services offered through Robertson Stephens Wealth
Many High-Income Earners are Missing Out on the HSA
By Mallon FitzPatrick and Vicky Jung June 23, 2023 - High-income earners may not be optimizing their Health Savings Accounts (HSAs), overlooking an easy and effective means to cover future health costs and transfer wealth. HSAs offer
Robertson Stephens Weekly Commentary – June 20, 2023
Following last week’s announcement of a temporary pause in raising the Fed Funds rate, Federal Reserve Chairman Powell will be under pressure this week to explain to Congress — and financial markets— what exactly this temporary pause means. Although
Robertson Stephens Weekly Commentary – June 12, 2023
As is fairly typical at economic inflection points, the top-line economic numbers for GDP and employment continue to hold up while notable regional and sectoral differences are increasingly apparent. Chief among these differences at the moment is



