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
Mallon Fitzpatrick
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,
Robertson Stephens Weekly Commentary – January 30, 2023
Germany and China start the week moving in opposite directions. China appears to indicate a notable increase in travel, tourism and consumer services associated with the Lunar New Year holiday, bolstering a variety of forecasts for a
2023 Outlook Webinar
January 26, 2023 - Chief Economist, Jeanette Garretty, hosts Chief Investment Officer, Stuart Katz, and Head of Wealth Planning, Mallon FitzPatrick as they share their 2023 outlook. Disclosures Investment advisory services offered through
Tax Planning Amid a Divided Congress
With the start of tax season looming, here’s what taxpayers need to know about effective planning amid the uncertainty posed by the partisan split between the House of Representatives and Senate. By Mallon FitzPatrick and Alicia Denton January
Robertson Stephens Weekly Commentary – January 23, 2023
Later this week, the Bureau of Economic Analysis will release its first (of three) estimate of fourth quarter US GDP. The data leading up to this announcement has been relatively clear in signaling that the top-line growth rate is in the range of
Robertson Stephens Weekly Commentary – January 17, 2023
Global economic developments take the stage this week, with China having already grabbed the spotlight by announcing 2022 economic growth of 2.9% -- better than expected but well below the long-standing Chinese growth target of 6%. In addition to
