Europe Is An Improving Story
With negative headlines around everything from refugees to elections to the euro, you could be forgiven for thinking Europe is
Private Equity Real Estate Update
Litman Gregory has incorporated private equity real estate investments in client portfolios since 1988, and for many years Prana Investment
Prudent Investing: Keep Calm and Carry On
The discipline it takes to be a prudent investor, especially during times of heightened uncertainty, has been a common theme
What’s So Good (and Bad) About a Strong Dollar
There is no shortage of headlines discussing the U.S. dollar’s rise. Through year-end 2016, it rose about 4% against a
Trump, Dodd-Frank, and the DoL Rule
How much should investors worry about a repeal of Dodd-Frank? Concerns have been swirling in the news headlines lately regarding
Four Questions About the Trump Administration and Financial Markets
Given both the unusual tone of last year’s election campaign and its unexpected result, we have been more focused on
Putting Bonds to Work in Our Client Portfolios
While the stock market typically captures most of the newsprint and the lion’s share of commentaries from pundits, bonds are
When Should You Claim Social Security Benefits?
Of all the questions our clients face, this is certainly one of the most perplexing. Timing when to claim social
Litman Gregory Quoted by InvestmentNews
Litman Gregory CEO Steve Savage was quoted by InvestmentNews on the importance of the DOL fiduciary rule in their article Most
Litman Gregory Recognized for Corporate Philanthropy
Litman Gregory Asset Management was selected as the honoree for Outstanding Corporate Philanthropist (1-99 employees) for the East Bay Leadership Council’s 6th Annual Philanthropy Awards.
How Much Do Elections Matter?
This year’s presidential race has generated more interest, expressions of concern, and questions from clients than any we can remember.