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Stuart Katz

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

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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 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

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

US Stocks Fall Ahead of Fed Meeting

January 30, 2023 - Chief Investment Officer, Stuart Katz was featured in The Wall Street Journal to discuss ‘U.S. Stocks Fall Ahead of Fed Meeting.’ “Markets believe that “the bleak period of 2022 could quickly be going into the rearview mirror,”

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Filed Under: News Tagged With: Investment Office Insights, Stuart Katz

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

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Filed Under: Insights, Office Austin, TX, Office Boise, ID, Office Boston, MA, Office Burlingame, CA, Office Holmdel, NJ, Office Houston, TX, Office Marin County, CA, Office Menlo Park, CA, Office New York - Deutsch, Office New York Tierney, Office Pasadena, CA, Office San Francisco - Larkin, Office San Francisco – Amado-McCoy, Office San Ramon, CA, Office Santa Rosa, CA, Office Seattle, WA, Office Sun Valley, ID, Office Vail Valley/Denver, CO Tagged With: Economic Insights, events, financial planning, Investment Office Insights, Jeanette Garretty, Mallon Fitzpatrick, Stuart Katz

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

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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 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

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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 9, 2023

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

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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 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

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

2023 Outlook: Time To Be Extraordinarily Vigilant

As published in wealthmanagement.com By Stuart Katz, Chief Investment Officer Jan 1, 2023 - Central bank monetary policy, corporate profits and investor behavioral tendencies will largely impact the path of markets over the next year.  As

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Filed Under: Insights, Office Austin, TX, Office Boise, ID, Office Boston, MA, Office Burlingame, CA, Office Holmdel, NJ, Office Houston, TX, Office Marin County, CA, Office Menlo Park, CA, Office New York - Deutsch, Office New York Tierney, Office Pasadena, CA, Office San Francisco - Larkin, Office San Francisco – Amado-McCoy, Office San Ramon, CA, Office Santa Rosa, CA, Office Seattle, WA, Office Sun Valley, ID, Office Vail Valley/Denver, CO Tagged With: Investment Office Insights, Stuart Katz

Robertson Stephens’ Stuart Katz: Answering Key Questions Heading Into 2023

As published for Financial Advisor Magazine - Private Wealth January 3, 2023 - As Chief Investment Officer, and Principal at Robertson Stephens, Stuart Katz creates and leads the firm’s investment strategy, global asset allocation, portfolio

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Filed Under: News, Office Austin, TX, Office Boise, ID, Office Boston, MA, Office Burlingame, CA, Office Holmdel, NJ, Office Houston, TX, Office Marin County, CA, Office Menlo Park, CA, Office New York - Deutsch, Office New York Tierney, Office Pasadena, CA, Office San Francisco - Larkin, Office San Francisco – Amado-McCoy, Office San Ramon, CA, Office Santa Rosa, CA, Office Seattle, WA, Office Sun Valley, ID, Office Vail Valley/Denver, CO Tagged With: Investment Office Insights, Stuart Katz

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  • 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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