Litman Gregory Senior Advisor Gretchen Hollstein leads this client webinar featuring CIO Jeremy DeGroot to offer an update on current market risks and opportunities for investors in 2020. Discussion topics include: the catalysts for market performance in 2019, the economic environment going into 2020, and possible scenarios and outcomes over the longer term.
Senior Advisor Chris Wheaton also joins the call to discuss the SECURE Act of 2019 and some of the major changes that create planning opportunities, and Managing Director Alice Lowenstein shares an introduction on sustainable investing and the work Litman Gregory is doing to select investment managers and strategies that align with a sustainability focus.
View the three replay videos below: Market & Investment Outlook, Tax Planning Strategies, and Views from Leadership. The webinar slides can be viewed 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.