Robertson Stephens Weekly Commentary – January 26, 2026
Congress moves unexpectedly back into the economic picture, as talk of a partial government shutdown on Friday has re-emerged with power and possibility. If investors thought that the only news
Top Financial Planning Priorities for 2026: New Rules, New Risks
Last year, the enactment of the One Big Beautiful Bill Act (OBBBA) preserved many key provisions of the federal tax code for individuals, including lower marginal income tax rates and aTariff Turbulence Fades, Underlying Trends Hold Firm
Executive Summary Markets were choppy last week as policy headlines drove shifts in risk sentiment. Tariff-related developments sparked early-week volatility, though conditions stabilized as concerns eased. The S&P 500 finished theShutdown Risks and a Fed Decision: Markets on Alert
Congress moves unexpectedly back into the economic picture, as talk of a partial government shutdown on Friday has re-emerged with power and possibility. If investors thought that the only newsRobertson Stephens Weekly Commentary – January 20, 2026
Slightly more than a week before a critical Federal Reserve interest rate meeting, the outlook on prices has been muddied once again by uncertainty over tariffs. Potential fiscal policy actions Why a Wealth Plan is the Ultimate Investment
In personal finance, conversations often center on strategies like Roth conversions or generation-skipping trusts. These tools can be useful in the right situations but using them without a broader frameworkMarkets Hold Steady as Value and Small Caps Lead
Executive Summary Equity indexes were mixed last week, with small-cap and value stocks adding to their year-to-date leads over large-cap and growth-oriented shares. The Russell 2000 and S&P MidCap 400 Indexes advanced, reaching all-timeRethinking ‘Data‑Driven’: Why Friedman’s Long‑View Philosophy Matters Again
Slightly more than a week before a critical Federal Reserve interest rate meeting, the outlook on prices has been muddied once again by uncertainty over tariffs. Potential fiscal policy actionsRobertson Stephens Weekly Commentary – January 12, 2026
Having hopefully shaken off the always-lethargic start to the new year, investors will be bombarded by data this week, some of it still questionable in quality. For example, the usefulness