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—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.