March 20, 2023 - Principal and Managing Director, Mallon FitzPatrick was featured on InvestmentNews “IN the Office” discussing ‘Why current market conditions and regulations make this the ideal time to transfer wealth.’ “There’s two reasons right
financial planning
Robertson Stephens Weekly Commentary – March 13, 2023
Turmoil in the banking industry will dominate the economic discussion this week, not only in the US. The immediate question/concern is whether the Federal Reserve will change its stance on proceeding with further interest rate increases in order to
Robertson Stephens Weekly Commentary – March 6, 2023
The testimony before Congress this week by Fed Chairman Jerome Powell will shed critical light on the Fed's thinking as it approaches its next FOMC interest-rate setting meeting on March 21-22. While it is highly unlikely that he will be very
Robertson Stephens Weekly Commentary – February 27, 2023
Additional data this week is expected to confirm the ongoing strength of economic growth in the United States and the economic resilience of Europe in the face of rising interest rates and the disruptions of the war in Ukraine. Labor markets in both
How much ‘Cash’ do you need in 2023?
By Mallon FitzPatrick, CFP February 28, 2023 - The onset of the new year brings new trends and, with them, questions. More and more clients have asked, 'how much should I hold in cash?'. Given 2022's market turbulence and that forecasts of
Robertson Stephens Weekly Commentary – February 21, 2023
The US economy moves forward with inflationary pressures still apparent. Over the course of this week, we may find out a bit more about exactly how rapidly these pressures will abate in the coming months and what this may imply for the Federal
Expiring and Pending Tax Legislation
February 21, 2023 - Below you'll find a recap of expiring and pending tax legislation.
Robertson Stephens Weekly Commentary – February 13, 2023
US inflation and growth metrics will both be in the news this week, starting with the Consumer Price Index and Producer Price Index numbers for January and continuing with retail sales, industrial production and housing numbers, all for January as
Robertson Stephens Weekly Commentary – February 6, 2023
This is a quiet week on the economic front while the financial markets continue to digest Chairman Powell’s comments after last week’s FOMC meeting and the extremely robust employment numbers released on Friday. There is considerable discussion
How to Help Your Clients Avoid An IRS Audit
February 7, 2023 - Head of Wealth Planning, Mallon FitzPatrick spoke with Jeff Stimpson from FA Magazine on a recent piece discussing ‘How to Help Your Clients Avoid An IRS Audit.’ “Audits on ultra- and high-net-worth clients are likely to increase,
