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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
What Makes A Good Stock Picker?
Litman Gregory’s approach to fund research recognizes that past performance is useful only as a tool for screening funds to
Why Past Performance Does Not Equal Future Success
By and large, both investors and fund professionals rely heavily on past performance in their fund selection process. The problem
Guide to Hiring an Advisor
Litman Gregory’s Guide to Hiring an Investment Advisor We are often asked what to look for when hiring an investment
