Insight Newsletter—First Quarter 2021

April 21, 2021

In an effort to deliver our quarterly communications more promptly and reduce our use of paper, we have made an electronic version of our Insight Newsletter available. Included in this quarter’s newsletter:

Investment Commentary
A Decade Past, the Decade to Come
Key Features of the American Rescue Plan Act of 2021
Litman Gregory Joins iM Global Partner
Wealth Management Team Updates

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Key Features of the American Rescue Plan Act of 2021

Helpful Insights

Investment Perspectives

First Quarter 2024 Investment Commentary

During the first three months of 2024, the U.S. economy remained resilient, the labor market robust, and corporate earnings were stronger-than-anticipated. These factors contributed to broad optimism for a “soft-landing" economic scenario and supported growth in the stock market. At the same time, concerns about investor complacency are increasing, and all eyes continued to be on the Federal Reserve in anticipation of potential rate cuts in 2024.

News & Updates

Gretchen Hollstein & Monica Muñoz Named as 2024 Forbes Top Women Wealth Advisors Best-in-State

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

Investment Perspectives

Insight Newsletter—Winter 2024

The latest Insight Newsletter is now available. Included is a summary of our latest investment commentary, our thoughts on the impact of the stock market’s “Magnificent Seven”, plus team announcements and other news we are proud to share!