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.
Investment Key Takeaways—Year-End 2020
Very few (if any) market observers would have predicted a strong market outcome in early 2020, with pandemic fears rampant and the global economy falling off a cliff. But global stocks ended the year at all-time highs with a 16% gain. At Litman Gregory, we “stayed the course” during the volatility, and it proved prescient once again. In this post, we summarize key takeaways from our full year-end investment commentary, offering an overview of financial market performance and our outlook for the months ahead.
Commentary from Our CIO—Year-End 2020
In this year-end commentary, CIO Jeremy DeGroot reflects on the recent challenging and turbulent year and lays out our investment outlook for 2021 and beyond. The strong full-year market returns masked the incredible volatility and stress investors faced earlier in the year. While many risks remain, the early stages of vaccine distributions and economic stimulus are providing a light at the end of the tunnel.
Alice Lowenstein Earns CSRIC™, Sustainable, Responsible & Impact Investing Designation
We are pleased to share that Managing Director Alice Lowenstein has obtained the Chartered SRI Counselor designation, the first major financial credential dedicated specifically to sustainable, responsible and impact investing. This designation demonstrates Alice’s knowledge of SRI principles and best practices.