Insight Blog | Litman Gregory Asset Management

Insight

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.

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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.

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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.

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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

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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

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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

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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

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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

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Hope and Luck Are Not Successful Investment Approaches

We get it; when markets are turbulent, particularly when stocks fall unexpectedly, resisting the urge to start looking for reasons

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Year-End 2017 Market Review

The fourth quarter capped yet another stellar year for U.S. stocks. Larger-cap U.S. stocks gained 6.6% for the quarter and ended

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Sweeping Tax Law Changes to Take Effect in 2018

The largest tax rewrite in decades passed through the House and Senate earlier this week, and all expectations are that

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Giving Back and Looking Forward

As the year winds down, discussions with our clients increasingly address their plans for giving back. During this time, we