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.
Investment Key Takeaways—Year-End 2020
Very few (if any) market observers would have predicted a strong market outcome in early 2020, with pandemic fears rampant and the global economy falling off a cliff. But global stocks ended the year at all-time highs with a 16% gain. At Litman Gregory, we “stayed the course” during the volatility, and it proved prescient once again. In this post, we summarize key takeaways from our full year-end investment commentary, offering an overview of financial market performance and our outlook for the months ahead.
Commentary from Our CIO—Year-End 2020
In this year-end commentary, CIO Jeremy DeGroot reflects on the recent challenging and turbulent year and lays out our investment outlook for 2021 and beyond. The strong full-year market returns masked the incredible volatility and stress investors faced earlier in the year. While many risks remain, the early stages of vaccine distributions and economic stimulus are providing a light at the end of the tunnel.
Alice Lowenstein Earns CSRIC™, Sustainable, Responsible & Impact Investing Designation
We are pleased to share that Managing Director Alice Lowenstein has obtained the Chartered SRI Counselor designation, the first major financial credential dedicated specifically to sustainable, responsible and impact investing. This designation demonstrates Alice’s knowledge of SRI principles and best practices.