Litman Gregory Senior Advisors Gretchen Hollstein, CFP® and Monica Muñoz, CFP® have again been named by Forbes as Top Women Wealth Advisors Best-in-State for 2023. This year’s list spotlights 1,697 advisors nationwide who collectively manage $2.3 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 be included in a list of top women wealth advisors,” said Gretchen. “This recognition is only possible because of the wonderful team here at Litman Gregory Wealth Management, and I am proud of our woman-majority work force! Many thanks to Forbes and SHOOK Research for shining a light on our efforts.”
Monica has previously been named as one of Forbes’ Top Women Wealth Advisors in 2022 and 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.
“It is an honor to be recognized by Forbes alongside my colleague, Gretchen Hollstein” said Monica. “It is a privilege to be entrusted by our clients to help them through different stages of their financial lives as we aim to help them gain more financial peace of mind through the work of our entire incredible team .”
Our Thoughts on the Silicon Valley Bank Failure
Recent problems in the banking industry have increased uncertainty in the financial markets. On behalf of our clients, we have taken a close look at the situation and assessed the potential consequences. In this post we summarize the circumstances at Silicon Valley Bank that led to its failure, describe the broader implications, and review what we see as minimal impact for our clients and their portfolios.
Insight Newsletter—Winter 2023
Our Insight Newsletter is now available. Included in this edition: Investment Commentary Research Update: Trend Following with Managed Futures Tax Planning Opportunities from
Research Update: Trend Following with Managed Futures
The evidence of the long-term value that trend-following managed futures bring to a balanced portfolio is compelling, even though there are shorter periods where sharp see-saw patterns can lead to disappointing returns. However, in a year like 2022 that saw significant declines for both stocks and bonds, managed futures experienced large positive gains and were one of the only asset classes to provide meaningful downside protection. This research update serves to address many of the questions that we receive about this interesting investment strategy.