We live in a time of increased cyber fraud, with threats becoming more frequent and more sophisticated. To stay ahead of the threats and protect our clients, we determined that a systematic approach with the appropriate precautionary measures must be in place to manage the risks and create a risk-aware culture.
With this process in effect, we can be vigilant in our efforts to keep our clients’ information safe. To discuss more about this ongoing effort, Chief Operations Officer Jennifer Ceccarelli is interviewed in the video below, where she also explains how we have partnered with an experienced third-party technology-service provider to manage our full information technology program and oversee the protection of our systems.
Research has shown that the best defense against cyber risks are people. Therefore, we keep our team educated on the risks and safeguards, so they can help our clients. In that regard, our client team may take additional steps to help keep you and your information safe, like calling you to verbally verify an instruction. We hope you will forgive us for these types of interruptions, knowing that they are in the interest of your safety and financial well-being.
Please reach out to your Litman Gregory Advisor if you have any questions about cyber security or the steps that we’re taking to protect your information.
Commentary from Our CIO—Second Quarter 2021
Global stock markets continued to surge in the second quarter. In our assessment of the macroeconomic backdrop and outlook, we continue to expect a strong global economic recovery over at least the next 12 months. In this quarterly commentary, our Chief Investment Officer, Jeremy DeGroot, reviews the current reasoning for our portfolio positioning, outlook on inflation, and forward-looking scenario analysis on the broader economy and markets.
Research Update: Increased Return Expectations for U.S. Stocks
As the economy and financial markets continue their recovery from the pandemic’s impact, our recent analysis resulted in improved expected returns for U.S. stocks. In this post we summarize our analysis and why we think an increased allocation to U.S. equities could benefit the risk-adjusted return profile of our portfolios.
Advisor Q&A: Tax Planning and the American Families Plan with Senior Advisor Chris Wheaton
The American Families Plan was recently released by President Joe Biden and includes many of the provisions outlined during his campaign. We asked Litman Gregory Senior Advisor, Chris Wheaton, to answer some questions about key proposed tax law changes, and related tax planning ideas for our clients to consider in 2021 and beyond.