Gretchen Hollstein Named to 2019 List of Top Wealth Advisor Moms
We are pleased to share that our very own Gretchen Hollstein, CFP® was recently recognized as one the 2019 Top Wealth Advisor Moms by Working Mother and SHOOK Research.
Year-End Tax Planning For 2019
As we move closer to year-end, there are numerous tax planning techniques we consider for our clients, depending on each individual situation. In this post, we provide a description of a few of those tax planning strategies, as well as some of the ways we seek to maximize the tax-efficiency of our client portfolios.
Investment Key Takeaways—Third Quarter 2019
Out of the current tug of war between U.S. trade policy and global monetary policy, we see two widely divergent, if not binary, possible market outcomes—a recessionary event or a cyclical rebound. Our client portfolios should be resilient in either scenario.
Commentary from our CIO—Third Quarter 2019
In this quarter’s investment commentary, our Chief Investment Officer offers a review of the macroeconomic environment, then takes a deep dive into the current valuation levels of U.S. stocks and what we believe is an appropriate portfolio allocation to this asset class.
Making Sense of Equity Compensation
Equity compensation can be a key contributor on your path to financial independence. While only scratching the surface of this topic, in this article we highlight how we can help you navigate the nuances and complexities of equity compensation.
Three Starter Plans for College Saving Strategies
Every family’s education planning situation is different, so taking time to optimize your funding sources and savings vehicles is time well spent. In this article, we cover three starter strategies to help save for college expenses. And because your situation is unique, please work with your Advisor to create a customized strategy.
Managing Risks as Uncertainty Continues
There is wide range of potential outcomes for global economies and markets, but we’ve seen recession risks rise recently. We are making incremental adjustments to our clients’ portfolios, such as adding more to “safe haven” bonds like Treasuries.
Capital One Data Breach and Cybersecurity
While the Capital One data breach is not the first of its kind, it is noteworthy in its scale: nearly 106 million of the bank’s customer and applicant accounts were affected. These occurrences remind us of the importance of taking proactive steps to safeguard our personal and financial information.
Investment Key Takeaways—Second Quarter 2019
After global stock markets got a jump start on the year thanks to progress in U.S.-China trade negotiations and a newly “patient” Fed, an abrupt breakdown in the trade talks spurred a sharp market sell-off in May. But stock markets rebounded in June with expectations of Fed rate cuts later in the year and (tentative) signs of re-engagement on the U.S.-China trade front.
Commentary from our CIO—Second Quarter 2019
The first half of 2019 saw robust gains across most asset classes, but it certainly wasn’t a smooth ride. Chief Investment Officer Jeremy DeGroot discusses our current outlook on the markets, central bank monetary policy, and the global economy in this quarter’s update.
Financial Times Names Litman Gregory to 2019 Top RIA List
Litman Gregory is pleased to share that our firm has been recognized in numerous financial services industry lists and rankings from publications including the SF Business Times, Financial Advisor Magazine, and most recently the Financial Times.
Legacy Letters: Ensuring Your Legacy Goes Beyond the Money
As we guide clients through the various aspects of estate planning, we are in a position to help people define their legacy and the transfer assets to future generations. But in this process, we remind clients that estate planning is much more than just distributing wealth – it is an opportunity to pass along a legacy of values and wisdom.