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.
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.
As 2020 comes to a close, we join in the enthusiastic farewells to this truly unique year, and also reflect on what we achieved with our clients through it all. Our colleagues worked against the grim tide of news and unprecedented events to support one another, discover our resilience, and ultimately deliver on our ongoing commitment to our clients.
Barron’s Article Featuring Gretchen Hollstein: 5 Tax Moves to Consider for an Unusual Year
Litman Gregory Senior Advisor Gretchen Hollstein was quoted in this recent Barron’s article, which offered ideas to consider before year-end. She describes some common planning strategies we utilize with clients, such as considering Roth IRA conversions and managing IRA required distributions in a unique tax year.