Insight Blog

Second Quarter 2018 Investment Commentary

We remain confident in our modest overweight to emerging-market stocks, the thesis for which we revisit in this quarter’s commentary. We also address the global trade threat and how we incorporate such macro uncertainties into our overall portfolio management approach.

Second Quarter 2018 Market Review

US stocks topped the asset class performance charts, but a rebounding US dollar impacted foreign stock returns. The global economy still looks solid, but the growth divergence between the US economy and economies overseas has returned this year.

Three Starter Plans for College Saving Strategies

Taking time to make sure you’re optimizing funding sources and savings vehicles is time well spent. In this post, we cover three starter strategies to help you save for college expenses. And because every family’s education planning situation is different, your Wealth Advisor will work with you to create a customized strategy.

Litman Gregory Featured in June Issue of Kiplinger Retirement Report

Litman Gregory Chief Investment Officer Jeremy DeGroot was quoted in Kiplinger Retirement Report’s “Get Your Retirement Portfolio in Fighting Shape” article, in which he discusses the importance of diversifying into investments beyond traditional U.S. stocks and bonds.

Our Thoughts on the Italian Political Turmoil

The latest news item impacting European stocks has been the recent political turmoil in Italy. After reviewing the weight of the evidence, we believe it tells us nothing material has changed and to stay the course in terms of our modest overweight to European stocks.