Insight Blog

Giving Back and Looking Forward

As the year winds down, discussions with our clients increasingly address their plans for giving back. During this time, we help fine-tune gifting strategies, optimize charitable contributions, and choose appropriate gifting vehicles.

What does it mean to be an independent advisor?

We are pleased to announce that Litman Gregory advisor Chris Wheaton is featured in a new national advertising campaign from Schwab Advisor Services. In this campaign, Chris discusses the benefits of working with an independent advisory firm.

Third Quarter 2017 Market Review

Despite its reputation as the worst seasonal period for stocks, global stock markets rallied in the third quarter. Our portfolios benefited from the very strong relative and absolute performance of international and emerging-market stocks as well as actively managed, absolute-return-oriented bond funds.

Third Quarter 2017 Investment Commentary

In this quarter’s commentary, we highlight a few of the positive global economic indicators in support of a synchronized growth recovery. As always, there are significant uncertainties, but we believe maintaining a long-term perspective is key to long-term investing success.

Using Tax-Efficient Strategies to Retain More of Your Wealth

As of October 2017, there are certain tax proposals on the table that might impact 2018 tax law for individuals. In light of these potential tax changes, we wanted to highlight some planning techniques to consider, along with our traditional year-end guidance.