Litman Gregory is pleased to announce that Alice Lowenstein, CFP®, Principal and Managing Director, has obtained the Chartered SRI Counselor (CSRIC™) designation. Offered by the College for Financial Planning and designed for experienced financial planning and investment professionals, the CSRIC™ program focuses on sustainable, responsible, and impact investing (SRI) and covers history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices. Gaining the credential requires completing an educational curriculum and passing a comprehensive final exam.
“I have followed SRI (or what is now often referred to as ESG, short for environmental, social and governance) for many years, and it is exciting to see an acceleration in growth and interest as more investors recognize the importance—and the potential—for broadening their lens to consider sustainability and social impact as integral to investment analysis and decisions,” Alice reflected.
Litman Gregory CEO Steve Savage added, “We congratulate Alice on her accomplishment and are pleased to enhance our team’s ability to support clients in exploring and implementing investment strategies that reflect their own values.”
Litman Gregory’s research team has continued to deepen its coverage of the broad universe of sustainable, responsible, and impact funds, ETFs, and other vehicles that specifically integrate environmental, social, and governance considerations into their investment approach. In turn, Litman Gregory advisors work with clients to understand and define their priorities as it comes to reflecting these issues in their portfolios and to advise on strategies for doing so. As the quality and availability of solutions continue to improve, we expect to broaden our offering.
We encourage you to contact your Litman Gregory Advisor to discuss how sustainable investing can fit into your wealth management plan.
Commentary from Our CIO—Second Quarter 2021
Global stock markets continued to surge in the second quarter. In our assessment of the macroeconomic backdrop and outlook, we continue to expect a strong global economic recovery over at least the next 12 months. In this quarterly commentary, our Chief Investment Officer, Jeremy DeGroot, reviews the current reasoning for our portfolio positioning, outlook on inflation, and forward-looking scenario analysis on the broader economy and markets.
Research Update: Increased Return Expectations for U.S. Stocks
As the economy and financial markets continue their recovery from the pandemic’s impact, our recent analysis resulted in improved expected returns for U.S. stocks. In this post we summarize our analysis and why we think an increased allocation to U.S. equities could benefit the risk-adjusted return profile of our portfolios.
Advisor Q&A: Tax Planning and the American Families Plan with Senior Advisor Chris Wheaton
The American Families Plan was recently released by President Joe Biden and includes many of the provisions outlined during his campaign. We asked Litman Gregory Senior Advisor, Chris Wheaton, to answer some questions about key proposed tax law changes, and related tax planning ideas for our clients to consider in 2021 and beyond.