Investment Key Takeaways—First Quarter 2020
The first quarter of 2020 has been an extraordinary period in U.S. financial market history across numerous dimensions. In this post, we summarize key takeaways from the longer commentary including market reactions, outlook on a recession, and investment opportunities presented as we look ahead.
Commentary from Our CIO—First Quarter 2020 Review & Outlook
We are living through a period in history none of us will ever forget, with unprecedented market volatility and global reaction to a viral pandemic. In this quarter’s commentary, CIO Jeremy DeGroot discusses the factors affecting financial markets today, key drivers going forward, and more.
Replay: Market Update Webinar
Chief Investment Officer Jeremy DeGroot provides insight into Litman Gregory’s views on the economic and market environment, our investment outlook, and how we are managing client portfolios during this time of uncertainty and volatility.
Overcoming Panic in Volatile Markets
As we all know from news headlines, global stock markets have now entered a “bear” market, having declined more than 20% from recent highs. In Litman Gregory’s 30-plus years, we’ve been through several crises and stock market declines similar to what we are facing today.
Bay Area Business Continuity Update
We want to assure our clients that our team remains available and ready to offer support and assistance. Litman Gregory maintains an active, up-to-date business continuity plan which has prepared us well to maintain business operations.
Market Update: Separating Emotion from Action
We recognize the recent market volatility and the continued spread of the coronavirus is highly unnerving and even frightening. Litman Gregory is prepared from a business standpoint and is ready to act with informed conviction to potentially add long-term value to our clients’ portfolios.
An Update from Our CIO on the Coronavirus
Chief Investment Officer Jeremy DeGroot shares his thoughts on how the Coronavirus outbreak might impact global economies and investment opportunities in the short and longer term.
Replay: Litman Gregory’s 2020 Outlook Webinar
Watch the replay of Litman Gregory's 2020 Outlook Webinar for an update on the current market environment, tax planning strategies related to the SECURE Act, our evolving work on “sustainable investing” strategies, and more.
Forbes Honors Gretchen Hollstein and Chris Wheaton as “Best-in-State Wealth Advisors”
Two of Litman Gregory’s senior advisors and principals, Gretchen Hollstein and Chris Wheaton have been named to Forbes’ Best-in-State Wealth Advisors list for 2020.
Navigating New Tax Planning Opportunities with the SECURE Act of 2019
As the new year unfolds, we find ourselves with numerous wealth planning opportunities based on tax law updates within the recently passed “SECURE Act of 2019”. This is seen as the first major retirement savings law in many years.
Investment Key Takeaways—Year-End 2019
In 2019, almost all major financial asset classes were positive, a shift from 2018 where just about every asset class faltered. And atypically, both stocks and bonds appreciated strongly with the key driver being the Federal Reserve’s policy U-turn toward accommodative monetary policy.
Commentary from Our CIO—2019 Review & Outlook
While there are a number of reasons to be cautiously optimistic for the financial markets in 2020, we are also weighing a number of short-term risks, including high stock valuations. In the face of the current level of uncertainty, it’s helpful for investors to maintain a balanced mindset and to know that our portfolios are prepared for a variety of market environments.