Insight Newsletter—Summer 2024

September 19, 2024

Our Insight Newsletter is now available. Included in this edition:

Investment Commentary
Our Thoughts on recent market volatility
And More

View the Newsletter.

Third Quarter 2024 Investment Commentary

Helpful Insights

Investment Perspectives

“Liberation Day” Volatility

President Trump shocked global investors on April 2 by announcing a comprehensive set of much higher than expected tariffs. In response to Trump’s announcement, global equity markets suffered sharp declines. In this post we review the announcements, reactions, and our expectations going forward. Please note that we also plan to cover the events and impacts of “Liberation Day” in more detail within our upcoming First Quarter Investment Commentary.

Yesterday

Investment Perspectives

Steady Guidance in Uncertain Times

At Litman Gregory Wealth Management, we understand that navigating market volatility and economic uncertainty can be overwhelming. We take seriously our responsibility to help provide clarity and a steady hand to guide our clients through these times. In this post, we outline key actions that we help clients take to safeguard their financial futures—helping them stay on track, make informed decisions, and find peace of mind during challenging market conditions.

Yesterday

Investment Perspectives

Market Insights – Increased Volatility and a Shift in Underlying Trends

Heading into this year we expressed cautiousness and the potential of market volatility, given elevated stock valuations, the possibility of slowing economic growth, and uncertainty from proposed policy changes – and indeed this is what we’ve seen play out this month. In this post we review recent market developments and what they mean for the portfolios we manage.