The Litman Gregory Larkspur Office is making a move! After many wonderful years on the corner of Larkspur Landing Circle, we came to realize the building couldn’t support our growing needs. Effective November 1st, we will be relocated just a short walk down the street to a more contemporary building, with a spacious courtyard and newly renovated suite designed for more collaboration among employees. We look forward to hosting clients in this beautiful space.
Our new office is located in The Exchange at:
900 Larkspur Landing Circle
Larkspur, CA 94939
Our business remains fully operational during the move, and we continue to serve clients from four other offices in San Francisco, Palo Alto, Stockton, and Walnut Creek.
Please update your records and feel free to contact us with any questions. We look forward to welcoming you to our new location as soon as it is safe to do so!
Our Perspective and Strategy During Turbulent Times
It’s been a difficult year, to say the least. As September comes to a close, we’ve weathered a disappointing month in the financial markets after a relatively benign August and a strong July. As is the case in any bear market, investors are braced for more to come. In this post we provide a summary on the forces that brought us here, how we’re responding, and what to expect going forward.
With Inflation Rising, Why Have Inflation-Protected Bonds Declined?
As the outlook for inflation turned less “transitory,” treasury inflation-protected securities became interesting to many investors. But these bonds have shown they aren’t immune to broader bond market declines, leaving investors to wonder, “How can my inflation-protected bonds be down when inflation is on the rise?” In this post we explain how these bonds are impacted by different market variables, including inflation, and why we believe they still deserve a place in our client portfolios.
I Savings Bonds Currently Offer a Generous Yield
With current yields over 9%, Series I Savings Bonds seem to offer a "free lunch". These bonds are issued by the U.S. Government and pay interest linked to current inflation rates, making them an attractive option for most savers and investors.