All eyes this week fall on the inflation numbers for December and how they will answer the many questions about the path forward for the Fed and the US economy. The week started with an important positive from the New York Fed, which reported a
Mallon Fitzpatrick
Robertson Stephens Weekly Commentary – January 3, 2023
The new year begins with China fully opening for business after dropping zero-Covid policies, Europe flush with energy reserves and the US economy growing at an approximate 3.5% pace. Nevertheless, anxious questions about all three critical regions
The Truth About the IRS’s New Funding
Contrary to what you may have heard, the agency’s $80 billion budget increase is not for financing an auditing army As published in Rethinking65 by Mallon FitzPatrick and Alicia Denton Jan 4, 2023 - If recent headlines are to be believed, an
6 of the Worst Assets to Inherit
December 31, 2022 - Mallon FitzPatrick was featured in MoneyTalksNews to discuss “6 of the Worst Assets to Inherit.” “Inheriting a share of a regular small business may be less than ideal. It can cause multiple problems, ranging from strained
Robertson Stephens Weekly Commentary – December 12, 2022
All eyes are on the Federal Reserve this week, with a more than side-long glance at economic activity in the United States and China. Wednesday’s announcement of interest rate changes – a 50 bps increase in the Fed Funds rate is widely expected—and
Perry’s Tax Paynes
By Mallon FitzPatrick and Victoria Jung December 7, 2022 - Headlines featuring celebrities, rockstars, titans of business, and the IRS rarely end well. Typically, the sensationalized audits result in large fines or imprisonment because of tax
Robertson Stephens Weekly Commentary – December 5, 2022
The US economy continues its steadfast march to the end of the year, with few signs of weakening consumer spending and a still strong labor market. The Federal Reserve is inclined to keep raising interest rates, albeit at a slower pace, as indicated
‘Tis the Season for Giving’ – Realizing the benefits of Charitable Donations
By Mallon FitzPatrick, CFP November 30, 2022 - As we head into the holiday season and address year-end planning for 2023, now is a good time to reflect on charitable donations and how to best facilitate them. Contributing to a meaningful
Ooh La La: Lady Gaga’s “Foundation” Mishap
By Mallon FitzPatrick and Alicia Denton November 29, 2022 - One of the most celebrated pop stars of the last decade, Lady Gaga, was caught up in a controversy when her charitable organization was accused of mismanagement. The Born This Way
Robertson Stephens Weekly Commentary – November 28, 2022
There is mounting evidence that global inflation has peaked. Decelerating price increases or outright price declines are primarily witnessed in wholesale/producer prices which may account for as much as half of the unusually sharp rise in inflation
