Litman Gregory Senior Advisor Gretchen Hollstein leads this client webinar featuring CIO Jeremy DeGroot to offer an update on current market trends and opportunities for investors in 2019. Discussion topics include: the catalysts for market performance in 2018, possible scenarios and outcomes in 2019 and beyond, and current investment opportunities he’s seeing in Europe and emerging markets.
Senior Advisor Chris Wheaton also joins the call to give an update on tax planning strategies, and Managing Director Alice Lowenstein offers perspectives on the business, including technological enhancements and a new office announcement.
View the three replay videos below: Market & Investment Outlook, Tax Planning Strategies, and Perspectives on the Business. The full webinar presentation can be viewed here.
Investment Key Takeaways—Second Quarter 2019
After global stock markets got a jump start on the year thanks to progress in U.S.-China trade negotiations and a newly “patient” Fed, an abrupt breakdown in the trade talks spurred a sharp market sell-off in May. But stock markets rebounded in June with expectations of Fed rate cuts later in the year and (tentative) signs of re-engagement on the U.S.-China trade front.
Commentary from our CIO—Second Quarter 2019
The first half of 2019 saw robust gains across most asset classes, but it certainly wasn’t a smooth ride. Chief Investment Officer Jeremy DeGroot discusses our current outlook on the markets, central bank monetary policy, and the global economy in this quarter’s update.
Financial Times Names Litman Gregory to 2019 Top RIA List
Litman Gregory is pleased to share that our firm has been recognized in numerous financial services industry lists and rankings from publications including the SF Business Times, Financial Advisor Magazine, and most recently the Financial Times.