We are thrilled to share that Litman Gregory Senior Advisor Gretchen Hollstein, CFP® has once again been named to the list of Forbes Top Women Wealth Advisors for 2021. This year’s list features 1,000 advisors from across the country who have demonstrated exemplary client service and achieved success in the wealth management business.
“It’s truly an honor to be included in this esteemed list of professionals, and we appreciate Forbes and SHOOK Research for shining a spotlight on successful women in the advisory profession,” said Gretchen. “It’s also been gratifying to see our male-dominated industry attract more women financial advisors over the years, given that women compose 51% of the U.S. population, outnumber men graduating from college, and are pursuing professional careers in increasing numbers compared to prior generations. In the decade ahead, women are also expected to control a higher percentage of financial assets and take on more of the financial decisions for themselves and their families. This is the time to make sure women can see themselves within their financial support team.”
Building a service model that includes cultivating our team of female professionals is one way that Litman Gregory intends to continue serving individuals and families as long-term investors. We believe all our clients benefit from a diverse collection of perspectives and experiences.
“This recognition from Forbes reaffirms the work of our broader client advisory and service team, who share a collective commitment to high touch service and a focus on guiding clients through critical financial decisions,” added Gretchen.
Gretchen joined Litman Gregory in 2005 and became a principal in 2010. She has over 25 years of experience providing investment advisory services to individuals, family groups, and nonprofits. Her experience includes extensive work in personal financial analysis, asset allocation, retirement planning, and multi-generation family legacy planning.
Learn more about Gretchen here.
The Forbes ranking, developed by SHOOK Research, is based on qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Our Thoughts on the Silicon Valley Bank Failure
Recent problems in the banking industry have increased uncertainty in the financial markets. On behalf of our clients, we have taken a close look at the situation and assessed the potential consequences. In this post we summarize the circumstances at Silicon Valley Bank that led to its failure, describe the broader implications, and review what we see as minimal impact for our clients and their portfolios.
Insight Newsletter—Winter 2023
Our Insight Newsletter is now available. Included in this edition: Investment Commentary Research Update: Trend Following with Managed Futures Tax Planning Opportunities from
Research Update: Trend Following with Managed Futures
The evidence of the long-term value that trend-following managed futures bring to a balanced portfolio is compelling, even though there are shorter periods where sharp see-saw patterns can lead to disappointing returns. However, in a year like 2022 that saw significant declines for both stocks and bonds, managed futures experienced large positive gains and were one of the only asset classes to provide meaningful downside protection. This research update serves to address many of the questions that we receive about this interesting investment strategy.