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Robertson Stephens

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(415) 500-6810 My Plan My Portfolio
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lets be frank

What is Your Retirement Income Style?

May 31, 2022 - By Frank Corrado, CPA, CFP®, RLP As average life expectancy has increased over time, so too has the importance for retirees to ensure that they have sufficient income or cash flow to cover their needs throughout what could be a

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Filed Under: Let's Be Frank Tagged With: Frank Corrado, Frankie Corrado, Income Protection Strategy, investing, Kevin Talty, lets be frank, Retirement Income, Retirement Income Style, Retirement Income Style Awareness, Risk Wrap Strategy, Time Segmentation Strategy, Total Return Strategy

The Trust Equation

May 25, 2022 - By Frank Corrado, CPA, CFP®, RLP. Trust is essential in a client’s relationship with their financial advisor. Being trustworthy is routinely mentioned as the most critical factor in the relationship. Yet, those working in the

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Filed Under: Let's Be Frank Tagged With: Frank Corrado, Frankie Corrado, investing, Kevin Talty, lets be frank, The Trust Equation

Five Common Behavioral Biases That Lead to Bad Decisions!

May 18, 2022 - By Frank Corrado, CPA, CFP®, RLP. Investing one's hard-earned money can be very stressful, especially in our current environment of volatility and constant media attention. To make matters worse, Behavioral Finance is a field of

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Filed Under: Let's Be Frank Tagged With: archoring bias, Frank Corrado, Frankie Corrado, Herd Mentality bias, investing, Investing bad decisions, Kevin Talty, lets be frank, loss aversion, Mental accounting, overconfidence bias

Hidden Superpowers – Part II

By Frank Corrado, CPA, CFP®, RLP May 10, 2022 - In Part I, we shared with you five of the specific traits and abilities within us that we either take for granted, underestimate, or misuse when building financial strength. Once understood, these

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Filed Under: Let's Be Frank Tagged With: Frank Corrado, Frankie Corrado, Hidden Superpowers, Kevin Talty, lets be frank

Hidden Superpowers – Part I

By Frank Corrado, CPA, CFP®, RLP April 27, 2022 - Within each of us are specific traits and abilities that we either take for granted, underestimate, or misuse when building financial strength. Once understood, these “Hidden Superpowers” can carry

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Filed Under: Let's Be Frank Tagged With: Frank Corrado, Frankie Corrado, Kevin Talty, lets be frank

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Copyright © 2025 · Robertson Stephens

  • Who We Are
    • Our Story
    • Our Offices and Advisors
    • Our Firm
    • Our Board
    • Join The Team
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

(415) 500-6810

My Plan

My Portfolio