Loading . . .

Wealth Planning Commentary – November 11, 2024

Post-Election Tax Planning Republicans will control the Senate and the Oval Office next year and are only a few seats shy of gaining control of the House. As a result,

Robertson Stephens Weekly Commentary – November 11, 2024

It is admittedly difficult currently to find economic analysis that is not tinged with unwarranted political commentary. As Federal Reserve Chairman Jerome Powell stated in his press conference last week

Wealth Planning Commentary – November 4, 2024

Digital Death and Incapacity Planning Legacies today extend well beyond traditional photo albums and letters. Today, an online presence—including social media and email— forms a substantial part of one’s personal

Economic Commentary – November 4, 2024

The interest rate decision coming up this Thursday by the Federal Open Market Committee (FOMC) of the Federal Reserve is front-and-center, especially following a number of mixed signals in the

Investment Commentary – November 4, 2024

Equities The S&P 500 returned -1.4% amid mixed earnings announcements from technology bellwethers and a continued rise in interest rates. Communication services (+1.5%) and consumer discretionary (+0.5%) were the only

Robertson Stephens Weekly Commentary – October 28, 2024

After two marginally interesting weeks of US economic data, patient observers will now be rewarded with almost more than can be readily absorbed. Multiple measures of growth, most of which

Wealth Planning Commentary – October 28, 2024

Medicare Open Enrollment and Prescription Drug Updates We are in Medicare Open Enrollment, which started on October 15 and continues through December 7. Seniors enrolled in Medicare Part D or

Investment Commentary – October 28, 2024

Market Observations A positive corporate profit backdrop and expectations of Fed rate cuts have sustained the risk on phase. Although policy rate cuts will likely not match the expectations previously

Economic Commentary – October 28, 2024

After two marginally interesting weeks of US economic data, patient observers will now be rewarded with almost more than can be readily absorbed. Multiple measures of growth, most of which

Robertson Stephens Weekly Commentary – October 21, 2024

Following the widely-anticipated  European Central Bank rate cut last Thursday, virtually every member of the decision-making body will be giving speeches this week, some of which might even usefully explain