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.
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