Robertson Stephens

The media is covering the future of Social Security, and it's no surprise that concerns are growing. While headlines often fuel fear about the program's long-term viability, the reality is more measured. Mallon FitzPatrick, CFP®, CLU® discusses what you need to know about social security. Read more: https://bit.ly/3YAAPbK

As we approach the sunset of the Tax Cuts and Jobs Act (TCJA), it is essential to consider the income tax implications that will take effect on January 1, 2026. Mallon FitzPatrick, CFP®, CLU® shares strategies that could help optimize tax outcomes before these changes take effect. Read more: https://bit.ly/3U4O4ix  

We’re thrilled to announce the addition of Tom Chernesky, CFP of CAFG Private Wealth to Robertson Stephens! Tom joins as Managing Director & Principal, along with his colleagues John Dorn, CFP, CPA, Megan Mikusa, and Dan Zarzynski. With this addition, Robertson Stephens will add a new office in North Barrington, Illinois, crossing $7 billion in advisory assets across 13 states and 24 locations. “CAFG has built an excellent practice by providing each client with a lifetime of financial guidance through personalized financial planning. They are a perfect fit and a great addition to the firm,” said Raj Bhattacharyya, Chief Executive Officer. Read more here: https://bit.ly/3TZkR8u

“Great things in business are never done by one person. They’re done by a team of people.” —Steve Jobs. We recently came together for our 2024 Leadership Forum in Austin, TX. We had a great time connecting with our colleagues, sharing insights, and aligning our goals to ensure we can deliver the best possible wealth management experience.  #teamwork #Austin #offsite

As we approach the year's final months, it's a great time to start thinking about tax planning and realizing gains. Mallon FitzPatrick, CFP®, CLU® discusses various planning strategies to offset gains. Read more here: https://bit.ly/4gRA84V

We caught up with Chief Economist Jeanette Garretty and Chief Investment Officer Stuart Katz at our 2024 Leadership Forum last week to get their thoughts on the recent Fed rate cut and its implications for investors.

With the Federal Reserve recently cutting interest rates by 50 basis points, many wonder if now is the right time to refinance or take out a mortgage. This rate cut might be welcome news for those with variable-rate loans or lines of credit tied to fluctuating interest rates. However, the decision to refinance is more complex and should be carefully evaluated based on individual circumstances. Read here to see if now is a good time to refinance your mortgage: https://bit.ly/3TILyOC

When your child turns 18, they become a legal adult. Without certain documents, parents or legal guardians lose the ability to make legal decisions on their behalf and access their health, education, and financial records. Mallon FitzPatrick, CFP®, CLU® discusses essential documents for your child’s 18th birthday. Read more here: https://bit.ly/3TCJF5X

We are thrilled to announce that our COO Vikram Chugh has been selected as a finalist for ThinkAdvisor’s LUMINARIES Class of 2024 Executive of the Year! Congratulations Vikram! For more information about the ThinkAdvisor LUMINARIES Awards and the complete list of finalists, click here: https://bit.ly/3Zm9hHW

Many folks are currently caring for aging parents, and the need for personal long-term care may not be far off. Now is a great time to address this critical topic. Mallon FitzPatrick, CFP®, CLU® discusses the importance of planning for long-term care and caregiving. Read more here: https://bit.ly/4ggdGCx