Litman Gregory Listed in Financial Advisor’s 2018 RIA Ranking
Litman Gregory was recognized as a top-ranked registered investment advisor by Financial Advisor Magazine, ranking 58th out of 707 firms nationwide. Our team is honored to be recognized among our peers and to share this achievement with our clients.
Second Quarter 2018 Investment Commentary
We remain confident in our modest overweight to emerging-market stocks, the thesis for which we revisit in this quarter’s commentary. We also address the global trade threat and how we incorporate such macro uncertainties into our overall portfolio management approach.
Second Quarter 2018 Market Review
US stocks topped the asset class performance charts, but a rebounding US dollar impacted foreign stock returns. The global economy still looks solid, but the growth divergence between the US economy and economies overseas has returned this year.
Three Starter Plans for College Saving Strategies
Taking time to make sure you’re optimizing funding sources and savings vehicles is time well spent. In this post, we cover three starter strategies to help you save for college expenses. And because every family’s education planning situation is different, your Wealth Advisor will work with you to create a customized strategy.
Financial Times Recognizes Litman Gregory as an Elite RIA in 2018 Report
Litman Gregory Asset Management is pleased to announce that it has been named to the Financial Times list of 300 Top Registered Investment Advisers for 2018.
Litman Gregory Featured in June Issue of Kiplinger Retirement Report
Litman Gregory Chief Investment Officer Jeremy DeGroot was quoted in Kiplinger Retirement Report’s “Get Your Retirement Portfolio in Fighting Shape” article, in which he discusses the importance of diversifying into investments beyond traditional U.S. stocks and bonds.
Our Thoughts on the Italian Political Turmoil
The latest news item impacting European stocks has been the recent political turmoil in Italy. After reviewing the weight of the evidence, we believe it tells us nothing material has changed and to stay the course in terms of our modest overweight to European stocks.
Litman Gregory Listed on SF Business Times ‘Largest Bay Area Wealth Management Firms’ 2018 Ranking
Litman Gregory was recognized as a top-ranked RIA by San Francisco Business Times, and senior wealth advisor Gretchen Hollstein offers her take on how the wealth management industry is changing.
First Quarter 2018 Market Review
At the end of last year, by some measures U.S. stock market volatility was the lowest it had ever been in 90 years of market history. But volatility returned to the financial markets in the first quarter, for the first time in a while.
First Quarter 2018 Investment Commentary
The Return of Stock Market Volatility (aka Stocks Can Go Down as Well as Up) The 10% market correction was
Five Actionable Tax-Planning Ideas For 2018
In the wake of Congress’s passage of the largest tax overhaul in three decades, we’d like to share some insights on