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!
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.