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.
Our Perspective and Strategy During Turbulent Times
It’s been a difficult year, to say the least. As September comes to a close, we’ve weathered a disappointing month in the financial markets after a relatively benign August and a strong July. As is the case in any bear market, investors are braced for more to come. In this post we provide a summary on the forces that brought us here, how we’re responding, and what to expect going forward.
With Inflation Rising, Why Have Inflation-Protected Bonds Declined?
As the outlook for inflation turned less “transitory,” treasury inflation-protected securities became interesting to many investors. But these bonds have shown they aren’t immune to broader bond market declines, leaving investors to wonder, “How can my inflation-protected bonds be down when inflation is on the rise?” In this post we explain how these bonds are impacted by different market variables, including inflation, and why we believe they still deserve a place in our client portfolios.
I Savings Bonds Currently Offer a Generous Yield
With current yields over 9%, Series I Savings Bonds seem to offer a "free lunch". These bonds are issued by the U.S. Government and pay interest linked to current inflation rates, making them an attractive option for most savers and investors.