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Weekly Commentary

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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
June 2, 2025
by RSadminuser

Wealth Planning Commentary – June 2, 2025

Recent Trends in Social Security Claims  According to the New York Times, early claims for Social Security benefits have increased by 13% since the beginning of the year. This rise
June 2, 2025
by RSadminuser

Investment Commentary – June 2, 2025

Executive Summary For the month of May, the S&P 500 returned over 6%, its best monthly performance since November 2023. Financial markets have weathered two months of policy-driven volatility, only
June 2, 2025
by RSadminuser

Economic Commentary – June 2, 2025

Amidst all the confusion as to which US tariffs are in place, which are in deferment and which have never come into being — not to mention which retaliatory actions
May 27, 2025
by RSadminuser

Robertson Stephens Weekly Commentary – May 27, 2025

Congress is on Memorial Day holiday until June 3 (yes, they do get better benefits than most people!), although returning to their districts and (maybe) meeting with constituents may be
May 27, 2025
by RSadminuser

Wealth Planning Commentary – May 27, 2025

House Passes Major Tax Bill – Key Provisions to Watch Last week, the House of Representatives passed a significant tax bill, which now heads to the Senate for approval. As
May 27, 2025
by RSadminuser

Investment Commentary – May 27, 2025

Executive Summary Equities, bonds and the dollar all retreated last week amid renewed focus on the U.S. budget deficit and rising debt. Fresh tariff threats were also a reminder that
May 27, 2025
by RSadminuser

Economic Commentary – May 27, 2025

Congress is on Memorial Day holiday until June 3 (yes, they do get better benefits than most people!), although returning to their districts and (maybe) meeting with constituents may be