Learn more about how we help advisors in the Solutions section! Find out more about our culture, central resources, investments, wealth planning, technology, marketing, and how we empower our advisors.
“I joined Robertson Stephens because I saw an opportunity to collaborate with a group of extremely talented individuals to bring a truly institutional-grade experience to wealth management.”
Learn more about our insights in the Resources section! Find helpful articles and news from our leadership, including our Investment Office, Chief Economist and Wealth Planning Team.
Learn more about how we help advisors in the Solutions section! Find out more about our culture, central resources, investments, wealth planning, technology, marketing, and how we empower our advisors.
“I joined Robertson Stephens because I saw an opportunity to collaborate with a group of extremely talented individuals to bring a truly institutional-grade experience to wealth management.”
Learn more about our insights in the Resources section! Find helpful articles and news from our leadership, including our Investment Office, Chief Economist and Wealth Planning Team.
The release of the Federal Reserve’s Summary of Commentary on Current Economic Conditions —aka “The Beige Book”—received considerable attention last week. The Beige Book is always a useful document for
Medicare Open Enrollment: Rising Costs and New Restrictions Medicare open enrollment for 2026 runs through December 7, and several important changes are on the horizon. Many participants will likely face
Equities The S&P 500 returned 1.1% for the week amid continued optimism around AI, a strong start to the earnings season, from large banks, and increasing hopes for further rate
The release of the Federal Reserve’s Summary of Commentary on Current Economic Conditions —aka “The Beige Book”—received considerable attention last week. The Beige Book is always a useful document for
It is a strange, somewhat unreal moment. A holiday that isn’t quite a holiday, a federal government that is mostly shut down while state governments go about their business, and
Annuities as a Default Option for 401(k)s? U.S. Department of Labor Says Yes, But Be Wary Recent updates to retirement plan rules are designed to make it easier for employers
Executive Summary Last week, stocks declined while bonds appreciated (price up / yield down). The MSCI Emerging Markets and MSCI EAFE indices outperformed the S&P 500. Across U.S. Russell style
It is a strange, somewhat unreal moment. A holiday that isn’t quite a holiday, a federal government that is mostly shut down while state governments go about their business, and
Year-End Wealth Planning Guide (2025–2026) As we approach the end of 2025, we would like to bring to your attention several important year-end planning considerations and deadlines. The following sections
Executive Summary Equity Markets Risk On Last week, global equity funds experienced the best week of inflows in nearly a year, led by U.S. technology and financial stocks. The third
