Why is the Market Going Up When Economic News Looks Grim?
Our clients, and investors broadly, have been asking this important question: How do we reconcile the recent stock market gains, particularly in the United States, with the poor state of the current economy and the weak outlook? In this post, we explain the variables that impact investor behavior and respond to why financial markets can rally in the face of negative news.
Gretchen Hollstein Named to 2020 Forbes Top Women Wealth Advisors List
We are pleased to share that Litman Gregory Senior Advisor and Principal Gretchen Hollstein, CFP® has been named to the 2020 Forbes Top Women Wealth Advisors list.
Taking Action in a Time of Uncertainty
In our role as wealth advisor, we take seriously our responsibility to help guide thoughtful decision making and wise action. Although we face much uncertainty in the current environment, there are a number of steps we can confidently take to create positive financial impact. We review seven of the more common actions we are recommending to our clients today.
Stay the Course: There’s a Cost to Timing the Market
In a volatile environment like the one we find ourselves in today, many investors are eager to act. While tempting, market timing involves getting two nearly impossible decisions right: when to sell and when to get back in. We remind our clients to stay invested, stay disciplined, and prudently take advantage of opportunities.
Bond Market Turbulence: The Fed Steps In
We have seen extraordinary turbulence across the bond market triggered by growing uncertainty surrounding the economic impact of the pandemic. Bond prices in many areas indicate the potential for strong long-term returns from here.
Negative Rates: Coming to the United States?
In some parts of the world, interest rates have been negative, or mostly negative, for some time now. Amid fears of a deep recession caused by COVID-19, many global interest rates have dipped even lower. With most short-term U.S. interest rates close to zero now, can negative rates come to the U.S.?
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.
Cybersecurity Risks During the COVID-19 Pandemic
With the coronavirus outbreak, there has been a substantial increase in cyberfraud attacks. In this post, we share tips on how to spot these attempts and protect your financial information.
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.