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June 9, 2025
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Robertson Stephens Weekly Commentary – June 9, 2025

The growing contrast between business sentiment, largely expressed via interviews and industry reports, and “hard” macroeconomic data like employment prompts the immediate thought that “Something’s Gotta Give.” Further amplifying the
June 9, 2025
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Wealth Planning Commentary – June 9, 2025

Demystifying Proposed Social Security Tax Relief A provision in the ‘Big Beautiful Bill’ that many associate with tax-free Social Security benefits is in the news cycle and confusing taxpayers. The
June 9, 2025
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Investment Commentary – June 9, 2025

Executive Summary U.S. stocks closed within ~2% of their all-time highest level since February 2025, lifted by a combination of resilient jobs data and signs of progress in U.S.-China trade
June 9, 2025
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Economic Commentary – June 9, 2025

The growing contrast between business sentiment, largely expressed via interviews and industry reports, and “hard” macroeconomic data like employment prompts the immediate thought that “Something’s Gotta Give.” Further amplifying the
June 2, 2025
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Wealth Planning Commentary – June 2, 2025

Recent Trends in Social Security Claims  According to the New York Times, early claims for Social Security benefits have increased by 13% since the beginning of the year. This rise
June 2, 2025
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Investment Commentary – June 2, 2025

Executive Summary For the month of May, the S&P 500 returned over 6%, its best monthly performance since November 2023. Financial markets have weathered two months of policy-driven volatility, only
June 2, 2025
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Economic Commentary – June 2, 2025

Amidst all the confusion as to which US tariffs are in place, which are in deferment and which have never come into being — not to mention which retaliatory actions
May 27, 2025
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Robertson Stephens Weekly Commentary – May 27, 2025

Congress is on Memorial Day holiday until June 3 (yes, they do get better benefits than most people!), although returning to their districts and (maybe) meeting with constituents may be
May 27, 2025
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Wealth Planning Commentary – May 27, 2025

House Passes Major Tax Bill – Key Provisions to Watch Last week, the House of Representatives passed a significant tax bill, which now heads to the Senate for approval. As