Robertson Stephens Weekly Commentary – January 20, 2026
Slightly more than a week before a critical Federal Reserve interest rate meeting, the outlook on prices has been muddied once again by uncertainty over tariffs. Potential fiscal policy actions
Why a Wealth Plan is the Ultimate Investment
In personal finance, conversations often center on strategies like Roth conversions or generation-skipping trusts. These tools can be useful in the right situations but using them without a broader frameworkMarkets Hold Steady as Value and Small Caps Lead
Executive Summary Equity indexes were mixed last week, with small-cap and value stocks adding to their year-to-date leads over large-cap and growth-oriented shares. The Russell 2000 and S&P MidCap 400 Indexes advanced, reaching all-timeRethinking ‘Data‑Driven’: Why Friedman’s Long‑View Philosophy Matters Again
Slightly more than a week before a critical Federal Reserve interest rate meeting, the outlook on prices has been muddied once again by uncertainty over tariffs. Potential fiscal policy actionsRobertson Stephens Weekly Commentary – January 12, 2026
Having hopefully shaken off the always-lethargic start to the new year, investors will be bombarded by data this week, some of it still questionable in quality. For example, the usefulness Will ACA Plan Enrollees See Premium Relief Soon?
For households enrolled in the Affordable Care Act (ACA) marketplace, the new year arrived with a sharp increase in monthly health insurance premiums. Why? Enhanced ACA subsidies expired on December2026 Opens with Momentum and Cautious Optimism
Markets started 2026 on a positive note, with major equity indices extending their 2025 gains as leadership shifted to smaller companies and cyclical sectors. The bond market was quiet andInflation, Housing, and Fed Speeches: A Pivotal Week Ahead
Having hopefully shaken off the always-lethargic start to the new year, investors will be bombarded by data this week, some of it still questionable in quality. For example, the usefulnessRobertson Stephens Weekly Commentary – January 5, 2026
Welcome to 2026. The traditional image of the baby who brings in the new year seems modestly inappropriate as the US economy enters what, by many measures, represents the 198th