Loading . . .

  • Why Us
  • Contact

Economic Commentary – November 3, 2025

In the aftermath of the Federal Open Market Committee (FOMC) meeting last week, economic numbers available from non-federal government sources will be increasingly scrutinized for confirmation of continued U.S. economic

Investment Commentary – November 3, 2025

Executive Summary Last week, large-capitalization S&P 500 stocks advanced 0.7%, but small stocks lagged.  The three material items for the week included broadly positive big tech earnings, the Fed meeting

Wealth Planning Commentary – November 3, 2025

Building Financial Resilience During the Jobpocalypse The recent wave of corporate restructuring and white-collar layoffs – particularly in technology and other high-paying sectors – has reignited an important conversation: how

Robertson Stephens Weekly Commentary – November 3, 2025

In the aftermath of the Federal Open Market Committee (FOMC) meeting last week, economic numbers available from non-federal government sources will be increasingly scrutinized for confirmation of continued U.S. economic

Wealth Planning Commentary – October 27, 2025

NBA Betting Scandal Highlights Tax Treatment of Gambling Income and Losses  The recent NBA gambling scandal, which led to more than 30 arrests, has drawn widespread attention to the broader world

Investment Commentary – October 27, 2025

Executive Summary Investors are gearing up for a pivotal week, as Big Tech earnings and an expected U.S. interest rate cut could set the country’s economic trajectory for the rest of

Economic Commentary – October 27, 2025

It’s back to Trump Time, it’s Trade Time, All The Time. A successful tour of Asia to negotiate favorable trade deals would go a long way toward easing the concerns

Robertson Stephens Weekly Commentary – October 20, 2025

The release of the Federal Reserve’s Summary of Commentary on Current Economic Conditions —aka “The Beige Book”—received considerable attention last week. The Beige Book is always a useful document for

Wealth Planning Commentary – October 20, 2025

Medicare Open Enrollment: Rising Costs and New Restrictions Medicare open enrollment for 2026 runs through December 7, and several important changes are on the horizon. Many participants will likely face