- About Us
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About Us
We are a national wealth management firm servicing entrepreneurs, business owners, executives, family offices, and institutions.
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- Mission & History
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Learn about the rich history of the firm and today’s mission for our clients.
- Offices
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View our national presence with our offices across the country.
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- Leadership
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Meet our leadership team at the firm and learn how we support advisors.
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- Solutions
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Solutions
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.
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Testimonials
“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.”
Michael Ridgeway
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- Why Us
- Resources
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Resources
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.
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LATEST RELEASE
- Robertson Stephens Weekly Commentary – July 27, 2026 July 30, 2026
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- Contact
- About Us
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-
About Us
We are a national wealth management firm servicing entrepreneurs, business owners, executives, family offices, and institutions.
-
- Mission & History
-
Learn about the rich history of the firm and today’s mission for our clients.
- Offices
-
View our national presence with our offices across the country.
-
- Leadership
-
Meet our leadership team at the firm and learn how we support advisors.
-
-
- Solutions
-
-
Solutions
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.
-
Testimonials
“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.”
Michael Ridgeway
-
-
- Why Us
- Resources
-
-
Resources
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.
-
-
LATEST RELEASE
- Robertson Stephens Weekly Commentary – July 27, 2026 July 30, 2026
-
-
-
- Contact
Robertson Stephens Weekly Commentary – July 27, 2026
In light of the new tariffs imposed by President Trump and the sharp increase in the price of oil (Brent was above $100 this weekend but has fallen equally sharply to start the week), questions about Federal Reserve policy have flared again. Markets traded lower this week as geopolitical tensions escalated in the Middle East and the price of oil surged +15%. The S&P 500 and Nasdaq each declined around -2%, with the Russell 2000 close behind at -1.5%. On the wealth planning front, we discuss strategies for managing high-value retirement accounts and selecting the most tax-efficient vehicles for long-term wealth preservation.
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