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.
Gretchen Hollstein Featured in Barron’s “How to Invest for a Post-COVID World”
Senior Advisor Gretchen Hollstein, CFP® was highlighted in a recent Barron’s article, which featured a select group of investment professionals responding to how they are modifying clients’ portfolios given the current environment.
A Sustainable Investing Lexicon
From its origin in socially responsible and values-based strategies, sustainable investing today offers a broad universe of options that help pair investment goals with positive outcomes for society and the planet. With more tools than ever to support our clients in building sustainability into their investments, we want to share our thinking on this evolving space. A good place to start is simply defining terms.
Advisor Showcase: Guiding Clients Through Pandemic-Driven Uncertainty
Litman Gregory’s senior advisors were featured in North Bay Business Journal’s report on wealth managers. The survey posed questions about the impact of COVID-19 on client relationships, common mistakes investors make in times of great uncertainty, and more. In this post, we share a selection of responses from members of our advisory team.