Loading . . .

  • Why Us
  • Contact

Robertson Stephens Weekly Commentary – July 14, 2025

July doesn’t feel much like the summer doldrums yet. Tariff threats are flying, bilateral deals are being hammered out (we hope, albeit with minimal details), and economist Kevin Hassett is

Wealth Planning Commentary – July 14, 2025

Will You Qualify for New Income Tax Deductions? The OBBBA introduces several new above-the-line deductions, which directly reduce adjusted gross income. However, high earners will not be able to claim

Investment Commentary – July 14, 2025

Executive Summary Last week, there was little difference in performance between large-caps and small-caps, while growth stocks held up modestly better than value. Investors have begun to follow airline earnings

Economic Commentary – July 14, 2025

July doesn’t feel much like the summer doldrums yet. Tariff threats are flying, bilateral deals are being hammered out (we hope, albeit with minimal details), and economist Kevin Hassett is

Robertson Stephens Weekly Commentary – July 7, 2025

Major US stock indexes finished the holiday-shortened week higher. Smaller-cap indexes performed best, with the S&P MidCap 400 and Russell 2000 indexes climbing 2.85% and 3.52%, respectively, followed by the

Wealth Planning Commentary – July 7, 2025

The OBBA Has Landed: First Look at Key Tax Provisions Last week, President Trump signed the “One Big Beautiful Bill” (OBBA) into law. The new mega bill permanently extends important

Investment Commentary – July 7, 2025

Executive Summary Major U.S. stock indexes finished the holiday-shortened week higher. Smaller-cap indexes performed best, with the S&P MidCap 400 and Russell 2000 indexes climbing 2.85% and 3.52%, respectively, followed

Economic Commentary – July 7, 2025

And just like that, it’s back to tariff turmoil. It would seem, however, that the shock of (saber-rattling?) threats to impose massive tariff increases by either July 9 — the

Robertson Stephens Weekly Commentary – June 30, 2025

Fireworks generally start well before the Fourth of July in neighborhoods around the country. This curtailed week for market-moving data is no exception. The economic cherry bombs will be in

Wealth Planning Commentary – June 30, 2025

Lessons from Jimmy Buffett’s Estate  In recent celebrity estate news, Jimmy Buffett’s widow, Jane Buffett, and his accountant, Richard Mozenter, are currently embroiled in a legal battle. They share roles