Robertson Stephens

05/29/2026

Are you prepared for what’s next in tax policy? Mallon Fitzpatrick breaks down key strategies you can take now to help safeguard your wealth. Read more:

For most Americans, the weeks and months following Tax Day are characterized by a collective sigh of relief. Returns are submitted, checks are cut, and paperwork is filed away for another year.

05/27/2026

Inflation jitters meet AI-driven optimism—markets are at a crossroads. Are you siding with the bears or the bulls?

Stocks and bonds rose as easing oil prices pulled down yields, while inflation expectations and Fed policy signals continue to shape market direction.

05/22/2026

An old permanent life insurance policy may be one of your most flexible retirement tools. From income buffering to healthcare and liquidity, here’s how to rethink its role. Read more:

Permanent life insurance doesn’t have to be surrendered or ignored at retirement. Learn how existing policies can be repurposed for income, healthcare, or legacy goals.

05/21/2026

Inflation took center stage as rising prices, higher yields, and elevated oil costs pressured markets—even as major indexes hovered near record highs. Read more:

Markets pulled back as inflation surprised to the upside, Treasury yields rose, and higher oil prices renewed concerns about rates staying higher for longer.

05/14/2026

Think an open HELOC will deter creditors from coming after your home? It might fool a lazy one. Mallon FitzPatrick, Head of Wealth Planning at Robertson Stephens, explains why this common asset protection strategy falls apart in discovery — and the alternatives that hold up in court. Read more:

An unborrowed HELOC may look like asset protection, but it offers little legal defense. Learn why it falls short and what strategies actually work.

05/13/2026

Timing isn't just everything in life — it's everything in retirement planning. Mallon FitzPatrick, Robertson Stephens Head of Wealth Planning, weighs in on sequence risk in Investment News. Read more:

Wealth managers explain why choosing one's date of retirement can be the biggest decision of all.

05/13/2026

Markets pushed higher for a sixth straight week, led by tech and AI momentum—while oil prices, inflation, and geopolitics continue to shape the outlook. Read more:

Equity markets extended their rally as strong growth, AI investment, and easing oil prices offset ongoing Middle East uncertainty and inflation risks.

05/12/2026

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05/06/2026

A great estate plan on paper can still fail in practice. From unfunded trusts to outdated beneficiaries, here’s why coordination—and not just documentation—matters. Read more:

Even well-drafted estate plans can fail without proper funding and coordination. Learn the most common gaps—and how to ensure your plan works as intended.

05/05/2026

April delivered a powerful market rebound driven by earnings and optimism—but beneath the surface, oil disruptions, inflation, and geopolitical risks remain unresolved. Read more:

Markets surged in April on strong earnings and easing tensions, but unresolved oil disruptions and inflation risks continue to shape the outlook.