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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

Wealth Planning Commentary – October 21, 2024

What You Need to Know About Social Security The media is covering the future of Social Security, and it’s no surprise that concerns are growing. While headlines often fuel fear

Investment Commentary – October 21, 2024

Overview Everyone’s talking about the Fed, the election, and geopolitics. However, we believe fundamentals matter. The US Federal Open Market Committee cut the policy interest rate in September amid slowing

Economic 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

Wealth Planning Commentary – October 14, 2024

Income Tax Planning for the TCJA Sunset Last week, we explored the income tax implications of the Tax Cuts and Jobs Act (TCJA) sunset. Today, let’s turn our attention to

Investment Commentary – October 14, 2024

Equities The S&P 500 returned 1.1% for the week and ended at a new all-time high. After choppy trading amid concerns that the strength of the economy may slow the

Economic Commentary – October 14, 2024

The US housing market is increasingly a focus of attention, with falling mortgage rates raising expectations for increased sales activity. Specifically, it is hoped that falling rates will free up