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Economic Commentary – June 30, 2025

Fireworks generally start well before Fourth of July in neighborhoods around the country. This curtailed week for market-moving data is no exception. The economic cherry bombs will be in the

Wealth Planning Commentary – June 23, 2025

Tax Bill Negotiations Heat Up as Senate Releases Draft The Senate has officially released its draft of the sweeping tax and budget bill, setting the stage for negotiations with the

Investment Commentary – June 23, 2025

What Happened Geopolitics took center stage last week as Israel and Iran continued to launch missiles at each other, culminating with the U.S. joining the war with strategic strikes on

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

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

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

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

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