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Robertson Stephens

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Mallon Fitzpatrick

Robertson Stephens Weekly Commentary – March 14, 2022

This week our investment and economic commentary focus on Russia’s invasion of Ukraine and the This week our investment and economic commentary continue to focus on Russia’s invasion of Ukraine and the geopolitical tensions that are mounting. Our

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Filed Under: Weekly Commentary Tagged With: Economic Insights, financial planning, Investment Office Insights, Jeanette Garretty, Mallon Fitzpatrick, Stuart Katz

Robertson Stephens Weekly Commentary – March 7, 2022

This week our investment and economic commentary continue to focus on Russia’s invasion of Ukraine and the geopolitical tensions that are mounting. Our Investment Office is monitoring several macro considerations including (i) wage price inflation,

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Filed Under: Weekly Commentary Tagged With: Economic Insights, financial planning, Investment Office Insights, Jeanette Garretty, Mallon Fitzpatrick, Stuart Katz

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

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Filed Under: Weekly Commentary Tagged With: Economic Insights, financial planning, Investment Office Insights, Jeanette Garretty, Mallon Fitzpatrick, Stuart Katz

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

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Filed Under: Insights Tagged With: financial planning, Mallon Fitzpatrick

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

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Filed Under: Weekly Commentary Tagged With: Economic Insights, financial planning, Investment Office Insights, Jeanette Garretty, Mallon Fitzpatrick, Stuart Katz

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

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Filed Under: Weekly Commentary Tagged With: Economic Insights, financial planning, Investment Office Insights, Jeanette Garretty, Mallon Fitzpatrick, Stuart Katz

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

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Filed Under: Weekly Commentary Tagged With: Economic Insights, financial planning, Investment Office Insights, Jeanette Garretty, Mallon Fitzpatrick, Stuart Katz

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

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Filed Under: Weekly Commentary Tagged With: Economic Insights, financial planning, Investment Office Insights, Jeanette Garretty, Mallon Fitzpatrick, Stuart Katz

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

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Filed Under: News Tagged With: financial planning, Mallon Fitzpatrick

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

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Filed Under: Insights Tagged With: financial planning, Mallon Fitzpatrick

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p: (415) 500-6810
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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

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