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.
Investment Key Takeaways—First Quarter 2020
The first quarter of 2020 has been an extraordinary period in U.S. financial market history across numerous dimensions. In this post, we summarize key takeaways from the longer commentary including market reactions, outlook on a recession, and investment opportunities presented as we look ahead.
Commentary from Our CIO—First Quarter 2020 Review & Outlook
We are living through a period in history none of us will ever forget, with unprecedented market volatility and global reaction to a viral pandemic. In this quarter’s commentary, CIO Jeremy DeGroot discusses the factors affecting financial markets today, key drivers going forward, and more.