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Economic Commentary – April 14, 2025

It is hard to believe that not quite two weeks have passed since the world seemed to change on a dime on April 2. Much like an 8.0 magnitude earthquake,

Wealth Planning Commentary – April 7, 2025

Downturn Wealth Planning Threats and Opportunities The market is in a correction and flirting with bear market territory.  Given this environment, assessing potential risks and taking advantage of planning opportunities

Investment Commentary – April 7, 2025

Executive Summary Corporates and consumers have become more conservative recently based on recent data, which has yet to reflect the full impact of the recent Tariff Tax Turmoil. The good

Economic Commentary – April 7, 2025

The odds that the US economy will fall into a recession in 2025 have increased. Some forecasters now put the probability at 60%-70%, which would seem to establish a recession

Wealth Planning Commentary – March 31, 2025

Rising Costs, Roth IRAs, and Social Security Expectations With inflationary pressures and economic uncertainty this year, building a buffer for rising costs may be wise. To prepare for a potential

Investment Commentary – March 31, 2025

Executive Summary Last week, stocks declined, and bonds rallied as fresh signs of economic weakness and renewed inflation fears disturbed markets. The S&P 500’s closed down 4.4% over the quarter.

Economic Commentary – March 31, 2025

This wake-up is a bit more than usual, an old-fashioned jangly alarm clock disrupting a fitful sleep. Significant tariffs will be imposed by the US this week on a wide

Robertson Stephens Weekly Commentary – March 24, 2025

With the Trump Administration’s “major” reciprocal tariffs scheduled to be announced — and possibly take effect— on April 2, the focus is increasingly on the possible production and employment impacts