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PPLI: The Current Hot Topic for the Ultra-Wealthy

PPLI: The Current Hot Topic for the Ultra-Wealthy

The Wall Street Journal recently spotlighted Private Placement Life Insurance (PPLI), describing it as a “Roth IRA on steroids” for wealthy Americans seeking tax-free growth. While the headline captures the

AI Momentum Meets Rate Hike Risk

Executive Summary  Last week, major U.S. stock indexes were mixed, with the S&P 500 Index and Nasdaq Composite Index recording modest gains while mid- and smaller-cap benchmarks declined. Strong results

Warsh Draws a Line: Inflation Fight Back in Focus

Worth Watching  Message Delivered  Federal Reserve Chairman Kevin Warsh used his speech at the Jackson Hole Economic Symposium to take back a bit of control over the interest rate narrative.

Long – Term Treasuries Are Misbehaving

Executive Summary   Last week, the S&P 500 returned -1.4% as hopes for a deal to end the war in the Middle East faded; oil prices and treasury yields rose. Semiconductors

Robertson Stephens Weekly Commentary – August 17, 2026

Consumer inflation decelerated slightly in July; new jobless claims are running well below the levels of 2025; third-quarter US economic growth is estimated at approximately 3.5%; and average hourly earnings
Is Your Equity Comp Getting a Fair Look?

Is Your Equity Comp Getting a Fair Look?

More and more workers are benefiting from equity compensation, and it’s not just limited to the C-suite and senior executives. Mid-level employees often accumulate meaningful positions in their company’s stock.