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
Market Turbulence and Central Bank Policy Shifts
Following the recent market turmoil, Litman Gregory chief investment officer Jeremy DeGroot shared his thoughts on the investment environment with
Webinar Replay: Litman Gregory’s 2018 Market Outlook
Litman Gregory senior wealth advisor Gretchen Hollstein leads this client webinar featuring CIO Jeremy DeGroot to offer an update on
Three Strategies for Tax Planning with Senior Financial Advisor Chris Wheaton
We’ve asked our veteran senior wealth advisor and resident CPA Chris Wheaton to weigh in on the new tax laws
Our Thoughts on Recent Market Turbulence
The stock markets’ abrupt dives so far in February have caused the S&P 500 to give back all of its