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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.
Financial Market Observations
Litman Gregory co-founder Ken Gregory offers insight on the current investing environment and lessons learned through a range of market
Focusing Only on Income Can Hurt Investors
For many investors there is an intuitive appeal to owning income-producing investments and the idea of living off the cash
Our Perspective on the Brexit Vote
We want to share our initial take on the Brexit, yesterday’s referendum in which Great Britain voted to leave the
Building a Portfolio: Questions to Determine an Appropriate Investment Strategy
Key Concepts of Asset Allocation We’ve observed over the years that many investors sometimes forget some simple yet key concepts
How to Stretch Charitable Dollars
Senior Investment Advisor Chris Wheaton discusses how he helps his clients drive down the cost of giving by donating long-term capital
What It Means to Be a “Lifetime Investor” and Why This Concept is So Important But Largely Ignored
The Concept of an Investment Lifetime Many investors are more financially sophisticated than they were decades ago thanks in part
Maximize Your Legacy of Giving
Choosing the right vehicle for your charitable giving is a crucial step toward establishing your philanthropic legacy. One of the
Selecting Fund Managers: The Litman Gregory Approach
We believe that identifying truly skilled managers who will beat their benchmarks is highly labor intensive and requires a great
