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.
Securely Access Your Portfolio Data with Our New Client Portal
In 2018, we launched our new Client Portal which puts real-time portfolio information securely at your fingertips. In this post, we share the benefits of the portal and how to begin using it in your work with our advisory team.
Cyber Security: Our Focus on Protecting Clients
We live in a time of increased cyber fraud, with threats becoming more frequent and more sophisticated. To help explain how Litman Gregory addresses these risks, COO Jennifer Ceccarelli discusses the steps we are taking to safeguard our client information and provide cyber security.
Investment Key Takeaways—First Quarter 2019
Our portfolios generated strong performance for the first quarter, benefiting from the rebound in financial markets as they reversed much of the market downturns from fourth quarter 2018. The first quarter was a strong period for equities around the world. Bond markets and certain alternative strategies also performed well.
Commentary from Our Chief Investment Officer—First Quarter 2019 Review & Outlook
The market rebound was due more to a shift in Fed monetary policy than any meaningful improvements in the economic fundamentals. Our portfolios have exposure to a wide range of investments that will particularly benefit if global growth continues.
Advisor Q&A: Tax Planning Strategies
Watch Senior Advisor Chris Wheaton introduce some tax planning ideas that our wealth advisors have been exploring with clients.
Our New Office in the Central Valley
Litman Gregory has opened a new office in Stockton! We are grateful to our clients and professional partners for the trust and warm welcome we have always received in the Central Valley community, and we look forward to welcoming you to our new office soon.
Litman Gregory Research Team Featured in CityWire Magazine
Litman Gregory’s research team was recently featured on the cover of CityWire Magazine where they discuss our firm’s due diligence approach and what it takes for a portfolio manager to stand out from the crowd.
Litman Gregory’s Jason Steuerwalt and Peter Sousa Become Principals
We are happy to announce that Jason Steuerwalt, CFA and Peter Sousa have become principals of the firm.
2019 Outlook Webinar Replay | What’s Ahead for 2019?
Litman Gregory Senior Advisor Gretchen Hollstein leads this client webinar featuring CIO Jeremy DeGroot to offer an update on current