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.
Third Quarter 2018 Market Review
US stocks hit new highs in late September, while foreign stocks continue to underperform. This year, our bond portfolios are again benefiting from allocations to flexible bond funds and floating-rate loan funds.
On a Quest for Income
At Litman Gregory, our research team is always on the search for more for our clients. Sometimes that means more return, and sometimes more safety, but it often means searching for solutions that aren’t readily available through traditional options.
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.