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Wealth Planning Commentary – September 2, 2025

Will Interest Rates Drop? How it May Affect Your Plan There’s increasing speculation that the Federal Reserve might start lowering interest rates later this year or next. While no one

Investment Commentary – September 2, 2025

Executive Summary The S&P 500 closed out August near an all-time high, defying consensus commentary that was pessimistic. Coming into the month, many investors were bracing for seasonal weakness, the

Economic Commentary – September 2, 2025

Lost in the sigh of relief that the inflation numbers (Personal Consumption Expenditures Index, or “PCE”) last Friday weren’t all that bad was the fact that inflation has conclusively ceased

Wealth Planning Commentary – August 25, 2025

Coping Financially After the Loss of a Spouse  Losing a spouse is one of life’s most difficult experiences, and it can leave behind not only emotional pain but also a

Investment Commentary – August 25, 2025

Executive Summary Rising corporate earnings and expectations of lower policy rates are positive for risk-asset markets. Many asset-market valuations are not appealing, but risk-on is likely to persist until earnings are

Economic Commentary – August 25, 2025

The White House’s intense focus on the monthly labor market revisions by the Bureau of Labor Statistics (BLS) has muddied the debate over the true health of US employment and

Robertson Stephens Weekly Commentary – August 18, 2025

An invite to the annual Federal Reserve Jackson Hole Symposium — officially, “The Federal Reserve Bank of Kansas City’s Economic Policy Symposium in Jackson Hole, Wyoming”— has been highly prized

Wealth Planning Commentary – August 18, 2025

Did You Recently Inherit An IRA? The 10-Year Rule May Apply The SECURE Act reshaped how IRAs inherited after 2020 are distributed, and the so-called “10-Year Rule” now stands at

Investment Commentary – August 18, 2025

Executive Summary The 2025 Jackson Hole Economic Policy Symposium will focus on “Labor Markets in Transition: Demographics, Productivity, and Macroeconomic Policy.” The symposium is scheduled for August 21-23. It’s an annual event