Two of Litman Gregory’s senior advisors and principals, Gretchen Hollstein, CFP® and Chris Wheaton, CPA, CFP®, have been named to Forbes’ Best-in-State Wealth Advisors list for 2020. Published on Forbes.com, the list recognizes financial advisors from all 50 states who have demonstrated high levels of ethical standards, professionalism and success in the business.
“Gretchen and I are honored to be included on the Forbes list of best-in-state advisors,” said Wheaton. “Every client relationship draws on a team that includes our experienced advisors, investment professionals, client service and operations specialists, and we are grateful for the Litman Gregory team who joins us in our dedication to helping clients achieve their personal and financial goals.”
Gretchen joined Litman Gregory in 2005 and became a principal in 2010. She has over 20 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 gift and legacy planning.
Chris joined Litman Gregory in 1997 and became a principal of the firm in 2001. Chris has over 25 years of experience in the investment industry serving individuals, family groups, endowments, foundations, and retirement plans. His specialties include income tax planning, financial planning, and retirement planning.
Learn more about Litman Gregory’s services for high-net-worth individuals, multi-generational families, and nonprofits here.
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.