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.
Gretchen Hollstein Named to 2019 List of Top Wealth Advisor Moms
We are thrilled to share that our very own Gretchen Hollstein, CFP® was recently recognized as one the 2019 Top Wealth Advisor Moms by Working Mother and SHOOK Research.
Year-End Tax Planning For 2019
As we move closer to year-end, there are numerous tax planning techniques we consider for our clients, depending on each individual situation. In this post, we provide a description of a few of those tax planning strategies, as well as some of the ways we seek to maximize the tax-efficiency of our client portfolios.
Investment Key Takeaways—Third Quarter 2019
Out of the current tug of war between U.S. trade policy and global monetary policy, we see two widely divergent, if not binary, possible market outcomes—a recessionary event or a cyclical rebound. Our client portfolios should be resilient in either scenario.
Commentary from our CIO—Third Quarter 2019
In this quarter’s investment commentary, our Chief Investment Officer offers a review of the macroeconomic environment, then takes a deep dive into the current valuation levels of U.S. stocks and what we believe is an appropriate portfolio allocation to this asset class.
Making Sense of Equity Compensation
Equity compensation can be a key contributor on your path to financial independence. While only scratching the surface of this topic, in this article we highlight how we can help you navigate the nuances and complexities of equity compensation.
Three Starter Plans for College Saving Strategies
Every family’s education planning situation is different, so taking time to optimize your funding sources and savings vehicles is time well spent. In this article, we cover three starter strategies to help save for college expenses. And because your situation is unique, please work with your Advisor to create a customized strategy.
Managing Risks as Uncertainty Continues
There is wide range of potential outcomes for global economies and markets, but we’ve seen recession risks rise recently. We are making incremental adjustments to our clients’ portfolios, such as adding more to “safe haven” bonds like Treasuries.
Capital One Data Breach and Cybersecurity
While the Capital One data breach is not the first of its kind, it is noteworthy in its scale: nearly 106 million of the bank’s customer and applicant accounts were affected. These occurrences remind us of the importance of taking proactive steps to safeguard our personal and financial information.