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
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.