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.
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.