Mallon FitzPatrick, Head of Wealth Planning, shares a comprehensive guide to planning for long-term care - covering rising costs, types of care, and funding strategies, including insurance, personal savings, home equity, and more. Read more here: kiplinger.com/retirement/lon…

Inflation steps back into the spotlight this week with the July CPI and PPI releases—now closely watched in light of a surprisingly weak jobs report that’s fueling investor hopes for a September Fed rate cut. Read more: rscapital.com/2025/08/11/eco…

Head of Wealth Planning Mallon FitzPatrick outlines 3 signs you may have retired too early: overspending, underestimating healthcare costs, and losing purpose or structure. investopedia.com/warning-signs-…

With speculation rising that the Fed may lower interest rates, Head of Wealth Planning Mallon FitzPatrick reminds us that now is the time to consider how falling rates could affect housing, estate planning, taxes, investing, and retirement. Read more here: rscapital.com/2025/09/02/wea…

Chief Investment Officer Stuart Katz shared insights with Bloomberg on how the $14 trillion US stock rally is influencing investor positioning and what it could mean for equities and long-term strategies amid potential Fed rate cuts. Read more: bloomberg.com/news/articles/…

Head of Wealth Planning Mallon FitzPatrick, was featured in Kiplinger sharing insights on how lower interest rates could affect mortgages, taxes, and estate planning. Read more here: kiplinger.com/personal-finan…

Chief Investment Officer Stuart Katz shares his outlook on the Fed’s shift toward the job market, the path of inflation, and why the pace of rate cuts matters most—watch his full interview on Schwab Network . schwabnetwork.com/video/katz-how…

High-income retirement savers face big changes ahead. Starting in 2026, catch-up contributions for those earning over $145k must be made on a Roth basis. Head of Wealth Planning, Mallon Fitzpatrick breaks down what’s changing under SECURE 2.0. Read more: rscapital.com/2025/09/24/cat…

We’re excited to announce that we are finalists in 3 2025 ThinkAdvisor Luminaries categories: Raj Bhattacharyya – CEO of the Year Louis Calabrese – CMO of the Year Mallon FitzPatrick – Thought Leader of the Year For more information: lnkd.in/guCrqN2K

Chief Economist Jeanette Garretty joined Bloomberg: The Asia Trade to discuss the economic impact of the U.S. government shutdown and its potential effects on markets and growth. Watch here: youtu.be/uqMlZceI7rs?t=…

Head of Wealth Planning Mallon FitzPatrick explains how recent OBBBA changes impact QSBS and what investors should know to avoid significant taxes. Read more: rscapital.com/2025/10/02/und…

We’re proud to share that Robertson Stephens has been ranked among the Top 100 RIA Firms of 2025 by Barron’s and Forbes/Shook Research! Both of these recognitions reflect the dedication of our incredible team and the trust of our valued clients.

Chief Investment Officer, Stuart Katz, was featured in Investment News’ October issue discussing the foreign stock rally. He highlights Europe’s “game-changing” fiscal spending as a key driver of recent appreciation. Read the full article here: bit.ly/4otAEcF

The 2025 Leadership Forum in Chicago brought our Leadership together to discuss strategy, strengthen connections, and look ahead to the future of Robertson Stephens. We left feeling energized, united, and ready to continue building on the momentum we’ve created.

We’re proud to share that Robertson Stephens has surpassed $8 billion in assets under management. We’re also expanding our national presence with 2 new advisor teams in the Northeast. rscapital.com/2025/10/29/rob…

Chief Investment Officer Stuart Katz joined Money Life with Chuck Jaffe to discuss why rate cuts could push investors off the sidelines, the bond sectors best positioned to benefit, and what may lead markets as growth slows. 🎧 Tune in: moneylifeshow.libsyn.com/schaeffers-tim…

In an uncertain job market, true luxury isn’t material—it’s financial flexibility. Read Mallon FitzPatrick’s latest in Rethinking65 on how wealth planning can help build it: rethinking65.com/the-ultimate-l…

Jeanette Garretty joined Bloomberg: The Asia Trade to discuss the U.S. economy’s “reboot” after the government shutdown and what it means for markets ahead. Watch her segment at 24:52: youtu.be/ZdFwY64GkwY?t=…

Head of Wealth Planning, Mallon FitzPatrick, breaks down why sharing your estate plan with your kids may be the most important gift you give. Read his new Kiplinger piece: kiplinger.com/retirement/est…

Wishing you and your family a happy Thanksgiving. We hope your holiday is full of warmth, gratitude, and meaningful time together.