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.
Gretchen Hollstein and Monica Muñoz Named to 2021 Top Wealth Advisor Moms List
We are pleased to announce that Senior Advisors Gretchen Hollstein, CFP® and Monica Muñoz, CFP® have been named as two of the country’s Top Wealth Advisor Moms for 2021 by Working Mother. This recognition is a testament to their passion for both roles they hold, advisor and parent.
Commentary from Our CIO—Third Quarter 2021
Chief Investment Officer Jeremy DeGroot reviews key elements of the global macro environment and how they impact our financial market outlook: COVID-19, U.S. economic policy, growth, and inflation. He also covers our reasons for near-term caution on U.S. stocks, and an in-depth review of emerging market equities, in light of recent market headlines and regulatory developments in China.
Introducing Litman Gregory’s Updated Logo
For many years, our team has referred to the services we offer to our clients as "wealth management". To us, this communicates that we provide both investment management and financial planning in an integrated way to support their broader wealth planning goals. As of today, we have officially updated our name and logo.