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Weekly Commentary

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June 23, 2025
by RSadminuser

Economic Commentary – June 23, 2025

Any business looking for calm seemingly can’t catch a break. The Federal Reserve feels that pain, too. Just as inflation was on the verge of becoming a lesser concern, albeit
June 16, 2025
by RSadminuser

Wealth Planning Commentary – June 16, 2025

Don’t Just Sign Trust Documents, Retitle Even the most thoughtfully designed estate plans can fail when trusts aren’t funded—a common and avoidable oversight. Often, someone works with an attorney to
June 16, 2025
by RSadminuser

Investment Commentary – June 16, 2025

Executive Summary Last week, stocks were down and bonds up (price up/yield down). The MSCI Emerging Markets index outperformed the S&P 500 and MSCI EAFE. The best performing sectors in
June 16, 2025
by RSadminuser

Economic Commentary – June 16, 2025

One of the practical implications of an economy that is growing at 1% versus an economy growing at 2-2.5% is that a more slowly growing economy tips into negative territory far more readily, with attendant
June 9, 2025
by RSadminuser

Robertson Stephens Weekly Commentary – June 9, 2025

The growing contrast between business sentiment, largely expressed via interviews and industry reports, and “hard” macroeconomic data like employment prompts the immediate thought that “Something’s Gotta Give.” Further amplifying the
June 9, 2025
by RSadminuser

Wealth Planning Commentary – June 9, 2025

Demystifying Proposed Social Security Tax Relief A provision in the ‘Big Beautiful Bill’ that many associate with tax-free Social Security benefits is in the news cycle and confusing taxpayers. The
June 9, 2025
by RSadminuser

Investment Commentary – June 9, 2025

Executive Summary U.S. stocks closed within ~2% of their all-time highest level since February 2025, lifted by a combination of resilient jobs data and signs of progress in U.S.-China trade
June 9, 2025
by RSadminuser

Economic Commentary – June 9, 2025

The growing contrast between business sentiment, largely expressed via interviews and industry reports, and “hard” macroeconomic data like employment prompts the immediate thought that “Something’s Gotta Give.” Further amplifying the