Loading . . .

  • Why Us
  • Contact

July 15, 2024 – Economic Commentary

You are excused if you are feeling like you have a bad case of adult-onset ADD. It is hard to keep focused at the moment. However, this is precisely when

July 8, 2024 – Wealth Planning Commentary

Estate Planning for Every Decade of Life Whether you are just beginning your adult life or enjoying the golden years of retirement, it is crucial to keep your estate plan

July 8, 2024 – Investment Commentary

Market Moves Last week, the S&P 500 kicked off the second half of 2024 with its best weekly performance since late April. The advance was driven by labor market data

July 8, 2024 – Economic Commentary

The U.S. economy is slowing down. Nonfarm payroll numbers for June, released last Friday, were accompanied by a downward revision in the numbers for May and April. When combined with

Robertson Stephens Weekly Commentary – July 8, 2024

The U.S. economy is slowing down. Nonfarm payroll numbers for June, released last Friday, were accompanied by a downward revision in the numbers for May and April.  When combined with

July 1, 2024 – Wealth Planning Commentary

How Some Landlords “Retire” You might have read last week’s Wall Street Journal article titled Here’s What Retirement Looks Like When Real Estate Is Your 401(k). It featured four retirees

July 1, 2024 – Investment Commentary

Market Performance Last week, equity performance was mixed, and bonds were down. The MSCI EAFE non-US developed index outperformed the MSCI Emerging Markets and S&P 500 indices. The best performing

July 1, 2024 – Economic Commentary

Any fireworks over the next few days will likely be confined to the traditional variety, not those of an economic sort. However, this is mainly because the cache of economic