We are thrilled to share that our very own Gretchen Hollstein, CFP® was recently recognized as one of the 2019 Top Wealth Advisor Moms by Working Mother and SHOOK Research. This is a testament to Gretchen’s commitment to advising clients and guiding them to financial peace of mind while parenting two great kids! We commend her and the other hard-working mothers named to the list.
“I am thrilled to be included on this esteemed list and proud to represent both Litman Gregory and my family,” said Gretchen. “As the first woman advisor at our firm, and our first woman partner, I knew we were forging new ground when I became a mom. Kudos to Litman Gregory for supporting me through that transition and continuing to support many working parents at our firm. Being an engaged parent not only enriches my life personally, but it has made me more efficient, creative, and a better advisor. Our clients know I can empathize with the unique needs of their families, and also understand how they want to both provide for family today while looking ahead to the legacy of a next generation. I am grateful to Working Mother for recognizing my work at Litman Gregory in a way I can truly share at home with my supportive, amazing husband and our two incredible children.”
Four hundred advisors from across the country were recognized in this prestigious survey. Working Mother and SHOOK Research rank these advisors based on the volume of assets overseen by the advisors and their teams, revenues generated for the firm, and the quality of the advisors’ practices.
Learn more about Gretchen here.
Actions to Take in Uncertain Times
In a volatile environment like the one we find ourselves in today, and experienced just two years ago in 2020, we recognize that some investors feel as though they should make changes in their portfolios—even if just to take action.
Research Update on Market Volatility
Given the renewed market downturn, fed by high uncertainty around inflation and the war in Ukraine, we want to share our most-current views and portfolio positioning with clients and followers of our research.
Commentary from Our CIO—First Quarter 2022
In this commentary, we highlight key developments in the global economy and financial markets. The biggest macro event was Russia’s brutal invasion of Ukraine. As is our job, our focus is on the economic and financial market impact of this event. Clearly, the human impact has been devastating and tragic, and our hearts and support are with the Ukrainian people.