Client Symposium Replay: Investment Panel Discussion

December 12, 2024

If you weren’t able to join us in October for our 2024 Client Symposium event, the replay and the presentation materials from the investment panel discussion from the event are now available. The panelists covered questions about U.S. fiscal and monetary policy, inflation, the election, and an analysis of the global equity markets and fixed income opportunities.

The presentation materials can be viewed here.

The information provided in this video is for informational purposes only and should not be construed as investment advice or a recommendation to purchase or sell any specific security or investment strategy. The views expressed are those of the speaker(s) as of the date of the recording and are subject to change without notice.

Any discussion of market conditions or portfolio models is based on current conditions and assumptions and does not guarantee future performance or outcomes. Past performance is not indicative of future results. Investing involves risks, including the potential loss of principal.

The portfolio investment review represents high-level commentary and does not include all material information. For more detailed information, please consult with your Litman Gregory advisor and the firm’s Form ADV available at www.adviserinfo.sec.gov

Litman Gregory Wealth Management does not guarantee the accuracy or completeness of the information provided and encourages viewers to consult with their advisor for individualized advice tailored to their specific circumstances.

The content presented in the replay and materials is for informational purposes only and does not constitute personalized investment advice. Past performance does not guarantee future results. Investing involves risk, including the potential loss of principal.

Global Trade and Other Impacts on the U.S. Dollar

Helpful Insights

Investment Perspectives

Year-End 2024 Investment Commentary Summary

The robust gains in U.S. stocks were driven by a healthy U.S. economy, moderating inflation, and rate cuts from the Federal Reserve. Of course, enthusiasm around artificial intelligence (AI) played a meaningful role, as companies associated with the theme, namely Nvidia and Broadcom, were big contributors to this year’s stellar returns.

3 days ago

Investment Perspectives

Year-End 2024 Investment Commentary

The U.S. economy and stock market proved much stronger in 2024 than many had anticipated, despite a range of concerns including geopolitical tensions, elevated stock valuations, inflation and interest-rate uncertainty, slowing growth in major foreign economies, and the uncertainty brought on by the U.S. presidential election. With all that as a backdrop, the stock market index’s strong returns were led primarily by technology names. As we head into 2025, investors will undoubtedly have plenty to watch.

4 days ago

News & Updates

Reflections at Year-End from Litman Gregory Wealth Management

As 2024 draws to a close, we take a moment to reflect on the challenges and opportunities of the past year and pause to extend our gratitude for the trust our clients place in us to help them achieve financial peace of mind and fulfill their philanthropic goals this time of year. It is with inspiration from our clients that our team focuses on remaining rooted in our communities and we highlight our firm’s support of local charities who are doing the work to make an impact.