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.
Gretchen Hollstein and Monica Muñoz Named to 2021 Top Wealth Advisor Moms List
We are pleased to announce that Senior Advisors Gretchen Hollstein, CFP® and Monica Muñoz, CFP® have been named as two of the country’s Top Wealth Advisor Moms for 2021 by Working Mother. This recognition is a testament to their passion for both roles they hold, advisor and parent.
Commentary from Our CIO—Third Quarter 2021
Chief Investment Officer Jeremy DeGroot reviews key elements of the global macro environment and how they impact our financial market outlook: COVID-19, U.S. economic policy, growth, and inflation. He also covers our reasons for near-term caution on U.S. stocks, and an in-depth review of emerging market equities, in light of recent market headlines and regulatory developments in China.
Introducing Litman Gregory’s Updated Logo
For many years, our team has referred to the services we offer to our clients as "wealth management". To us, this communicates that we provide both investment management and financial planning in an integrated way to support their broader wealth planning goals. As of today, we have officially updated our name and logo.