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.
A Decade Past, the Decade to Come
The last decade has seen U.S. stocks significantly outperform non-U.S. stocks, large caps outperform small caps, and growth strongly outperform value. And while the dominance of these trends has been unrelenting, we have already begun to see the last decade’s major market trends starting to reverse. In this post, we look back on the last 10 years and consider what to expect as investors over the next 10.
Litman Gregory Joins iM Global Partner
We would like to share some important and exciting news about our company’s future. After much due diligence and careful thought, the firm’s principals and founders have decided to take a significant step toward growing our resources and ensuring our ability to excel for generations to come by joining iM Global Partner, a privately held global investment services firm.