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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

Economic 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

Investment Commentary – February 24, 2025

Executive Summary The S&P 500 hovered near its all-time highs, while the bond market ended the week with gains (price up / Yield down) as weaker-than-expected retail sales rekindled hopes

Wealth Planning Commentary – February 18, 2025

Navigating Inflation Inflation remains a concern, holding steady at 3% (U.S. Consumer Price Index, February 2025). Given this persistence, the Federal Reserve is unlikely to lower rates aggressively. While this

Economic Commentary – February 18, 2025

It is more than a bit unusual, in an economy growing almost 3% and an unemployment rate at 4%, to suddenly see so many Google (and ChatGPT) searches on the

Investment Commentary – February 18, 2025

Executive Summary The S&P 500 hovered near its all-time highs, while the bond market ended the week with gains (price up / Yield down) as weaker-than-expected retail sales rekindled hopes

Wealth Planning Commentary – February 10, 2025

What Policy Shifts Could Mean for Your Long-Term Strategy Many changes are unfolding in Washington, including ongoing discussions about tariffs – most recently on steel and aluminum. The outcome remains