
Our Articles
Race in Finance – Making Black Lives Matter in Financial Services
Installment 5: How to Advance Racial & Economic Justice with Municipal Bonds
Race in Finance – Making Black Lives Matter in Financial Services
Installment 4: Is Your Financial Advisor Working Against Systemic Racism?
Race in Finance – Making Black Lives Matter in Financial Services
Installment 3: Looking Outside of Finance for Answers on Race
In The Media
Social Justice Investing with Rachel Robasciotti, Founder and CEO of Adasina Social Capital
Wall Street Women Say There’s More to Be Done 100 Years After Suffrage
Ten to Watch in 2021: Phuong Luong
Latest Videos
Political Giving that Works
Learn how to engage in powerful political giving that resources women and communities of color! This video highlights new strategies that leverage the power of these communities to turnout…
Schwab TV Commercial
Robasciotti & Philipson is pleased to announce that Rachel J. Robasciotti is featured in a new advertising campaign from Schwab Advisor Services.
Women in Wealth Management
As part of the nationwide Women in Wealth Initiative, Rachel headlines this video about the rewarding and unprecedented opportunity for women in wealth management.
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Financial Market Reviews
These reports provide an overview of world capital market performance and a timeline of events for the periods listed below.
Each begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.
- Market Review - 2nd Quarter 2020
- Market Review - 1st Quarter 2020
- Market Review - 4th Quarter 2019
- Quarterly Market Review - 3rd Quarter 2019
- Quarterly Market Review - 2nd Quarter 2019
- Quarterly Market Review - 1st Quarter 2019
- Annual Market Review 2018
- Market Review - 4th Quarter & Annual 2018
- Quarterly Market Review - 3rd Quarter 2018
- Quarterly Market Review - 2nd Quarter 2018
- Quarterly Market Review - 1st Quarter 2018
- Annual Market Review 2017
- Market Review - 4th Quarter & Annual 2017
- Quarterly Market Review - 3rd Quarter 2017
- Quarterly Market Review - 2nd Quarter 2017
- Quarterly Market Review - 1st Quarter 2017
- Annual Market Review 2016
- Market Review - 4th Quarter & Annual 2016
- Quarterly Market Review - 3rd Quarter 2016
- Quarterly Market Review - 2nd Quarter 2016
- Quarterly Market Review - 1st Quarter 2016
- Annual Market Review 2015
- Quarterly Market Review - 4th Quarter 2015
- Quarterly Market Review - 3rd Quarter 2015
- Quarterly Market Review - 2nd Quarter 2015
- Quarterly Market Review - 1st Quarter 2015
- Annual Market Review 2014
- Quarterly Market Review - 4th Quarter 2014
- Quarterly Market Review - 3rd Quarter 2014
- Quarterly Market Review - 2nd Quarter 2014
- Quarterly Market Review - 1st Quarter 2014
- Quarterly Market Review - 3rd Quarter 2020
- Social Justice Investing with Rachel Robasciotti, Founder and CEO of Adasina Social Capital