Loading . . .

        • About Us

          We are a national wealth management firm servicing entrepreneurs, business owners, executives, family offices, and institutions.

        • Mission & History
        • Learn about the rich history of the firm and today’s mission for our clients.

        • Offices
        • View our national presence with our offices across the country.

        • Leadership
        • Meet our leadership team at the firm and learn how we support advisors.

  • Why Us
        • Resources

          Learn more about our insights in the Resources section! Find helpful articles and news from our leadership, including our Investment Office, Chief Economist and Wealth Planning Team.

        • Blog
        • Blogs and articles from our leadership team

        • Press
        • Press coverage and breaking news

  • Contact

Wealth Planning Commentary – March 10, 2025

Staying Ahead of Volatility Even with seemingly stable economic data and company fundamentals, there’s an undercurrent of fear and uncertainty that may lead to further market volatility. It’s important to

Investment Commentary – March 10, 2025

Equities The S&P 500 returned -3.1% as uncertainty over tariffs and weak economic data roiled markets. The U.S. dollar saw its longest losing streak since last September, ending the weak

Economic Commentary – March 10, 2025

It is a measure of how worried investors are about economic growth when Fed Chairman Powell pushes the equity markets UP by signaling no that interest rate cuts are coming

Robertson Stephens Weekly Commentary – March 3, 2025

The data keeps piling up on the side of economic caution and weakness for this first quarter of 2025. Retail sales, residential real estate (including home improvement), consumer spending (including

Wealth Planning Commentary – March 3, 2025

IRS Layoffs During Tax Season The administration’s cost-reduction plan has led to IRS staff layoffs, affecting approximately 6,700 employees right in the middle of tax season. The new DOGE cuts

Investment Commentary – March 3, 2025

Equities The S&P 500 returned -1.0%; the damage would have been worse if not for a 1.6% window-dressing rally in the final two hours of month-end trading. The NASDAQ dropped

Economic Commentary – March 3, 2025

The data keeps piling up on the side of economic caution and weakness for this first quarter of 2025. Retail sales, residential real estate (including home improvement), consumer spending (including

Robertson Stephens Weekly Commentary – February 24, 2025

Was last Friday’s US Purchasing Managers Index for Services the proverbial shot across the bow? It was certainly an attention-grabber, coming in below expectations and indicating the first monthly contraction

Wealth Planning Commentary – February 24, 2025

Market Jitters Recent economic indicators suggest the economy may be cooling, including a decline in the US Purchasing Managers Index for Services and a weaker-than-expected Michigan Consumer Sentiment Survey. This