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.”
Actions to Take in Uncertain Times
In a volatile environment like the one we find ourselves in today, and experienced just two years ago in 2020, we recognize that some investors feel as though they should make changes in their portfolios—even if just to take action.
Research Update on Market Volatility
Given the renewed market downturn, fed by high uncertainty around inflation and the war in Ukraine, we want to share our most-current views and portfolio positioning with clients and followers of our research.
Commentary from Our CIO—First Quarter 2022
In this commentary, we highlight key developments in the global economy and financial markets. The biggest macro event was Russia’s brutal invasion of Ukraine. As is our job, our focus is on the economic and financial market impact of this event. Clearly, the human impact has been devastating and tragic, and our hearts and support are with the Ukrainian people.