We are thrilled to share that Gretchen Hollstein, CFP® and Monica Muñoz, CFP® have been named by Forbes as two of America’s Top Women Wealth Advisors Best-in-State for 2022. This year’s list spotlights 1,377 advisors nationwide who collectively manage $1.9 trillion for clients.
Gretchen has previously been recognized by Forbes as one of the Top Women Wealth Advisors and Best-in-State Wealth Advisors in both 2020 and 2021. Gretchen has been providing advisory services for over 25 years and working with Litman Gregory clients since 2005. Her experience includes extensive work in personal financial analysis, asset allocation, retirement planning, and multi-generation family legacy planning.
“We are grateful to Forbes for shining a light on these top women wealth advisors and I feel honored to be included and represent Litman Gregory,” said Gretchen. “It’s so rewarding to be in a role where I can help guide clients through scenario planning and make decisions that create positive impact, and I know this work wouldn’t be possible without the entire team at Litman Gregory.”
Monica has previously been named as one of Forbes’ Top Next-Gen Wealth Advisors in 2021, and has been serving Litman Gregory clients since 2007. Monica provides wealth planning and investment advisory services to individuals, families, and nonprofits, with a specialty in next generation wealth.
“I am honored to be recognized by Forbes alongside the other esteemed top women wealth advisors,” said Monica. “We are incredibly grateful for the trust and confidence we receive from our clients and remain committed to helping them gain more financial peace of mind through the wealth planning and investment management work that we do.”
Our Team is Prepared for the Gender Wealth Shift
Many leading companies have started to shift gears by offering new products, hiring more female advisors, and launching financial literacy and community outreach events. At Litman Gregory Wealth Management, we're ahead of the curve, with women making up 50% of our team.
Fourth Quarter 2023 Investment Commentary
As 2023 unfolded, global stock and bond markets ignored widespread expectations of a U.S. recession and surprised forecasters by shaking off a host of uncertainties to post strong gains for the year. This was a welcome rebound after a very difficult 2022, where high inflation made the Fed decide to raise interest rates sharply which led to negative returns for virtually all traditional investments. In this commentary we cover what led to the 2023 returns, as well as our outlook and strategy as we look ahead in 2024.
Year End Wishes from Litman Gregory Wealth Management
In reflecting on the events of 2023, we witnessed a positive turn in the financial markets as investors anticipated the possibility of a “soft landing” for the U.S. economy, but we were also disheartened by numerous worldwide conflicts. As we balance these experiences, we are grateful for our business and client relationships, and more than ever we are encouraged to be of service and give back to our community.