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
Our Growing Commitment to the Central Valley
We are pleased to announce that our team is now strengthening our services in the area through the addition of Welz Financial Services, an independent advisory firm in Stockton, as they became part of Litman Gregory effective December 31.
Investment Key Takeaways—Year-End 2018
The financial markets’ roller coaster ride in 2018 ended in downturns almost across the board. A historically high percentage of stock markets and asset classes posted losses for the year, and several fell into official “bear market” territory.
Commentary from Our CIO—2018 Review & Outlook
Throughout the 30-plus year history of Litman Gregory, we’ve emphasized the importance of having a long-term perspective in becoming a successful investor. Chief Investment Officer Jeremy DeGroot discusses our current outlook on the markets across three distinct time horizons.
Four Questions About This Year’s Market
While we know that staying invested for long-term returns requires getting comfortable with some level of uncertainty and short-term volatility, this can be difficult when it feels like nothing is working. Our team answers the questions that clients are asking about their portfolios and volatility in the markets.
New Year Wishes & Reflections
Alice Lowenstein reflects back to our clients on the inspiration we get from working with them to achieve their unique definitions of financial peace of mind.
Consider “Charitable Gift Bunching” to Maximize Your Impact
With Giving Tuesday upon us, and the backdrop of local reminders that many people are in need of extra support, this seems like a perfect time to consider philanthropic goals and take a moment to review or design a giving plan.
Timeless Truths in Today’s Market
October lived up to its historical reputation as the most volatile calendar month, with wide market swings in both US and international stocks. The factors weighing on the markets aren’t new, so we thought it would be helpful to offer what we believe are some timeless truths for any market investor.
Litman Gregory Team Announcements
We are committed to providing a deep team of experienced professionals to support our clients’ financial success in the decades and generations to come. We are excited to share news of advancements and expansions within the Litman Gregory Client Management team.
Third Quarter 2018 Investment Commentary
In 2018, US stocks have strongly outperformed EM stocks, but this level of divergence is not unusual. Still, given the negative headlines surrounding emerging markets, we highlight several points this quarter that indicate EM stocks remain attractive and their long-term growth outlook is intact.