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.
Litman Gregory Wealth Management Team Updates
We are committed to providing a deep team of experienced professionals to support our clients’ financial success in the decades and generations to come. For that reason, we are excited to share the latest news from within the Litman Gregory team.
A Day to Give Back
In this year-end reflection, Managing Director Alice Lowenstein shares her experience as a general skills volunteer with Remote Area Medical, an organization that offers free medical, dental and vision care at temporary clinics held in underserved communities. Thanks to the support of our employees and clients, Alice was able to give back to the community as part of our “Day to Give Back” program.
A Giving Plan for Giving Tuesday
Giving Tuesday shines a light on philanthropic efforts and serves as a reminder to give to the causes and organizations that mean most to you. We help our clients define their charitable goals and build a plan that maximizes the impact of their giving, while optimizing their tax situation.
Bill Thompson Joins Our Wealth Management Team
We are pleased to announce that Bill Thompson has joined Litman Gregory as a Senior Advisor and director of the Endowments & Foundations Group. Bill is a longtime friend of the firm, and brings over 20 years of experience advising institutional and high-net-worth investors.