We are pleased to share that Litman Gregory Senior Advisor and Principal Gretchen Hollstein, CFP® has been named to the 2020 Forbes Top Women Wealth Advisors list. This year’s list spotlights 1,000 top advisors across the country who have demonstrated high levels of ethical standards, professionalism, and success in the wealth management business.
“I’m honored to be included on this prestigious list of advisors,” said Gretchen. “The recognition is especially meaningful during this time of unprecedented instability that’s affecting all of our lives. It’s truly a privilege to be trusted by clients to help guide them towards financial peace of mind. I am also indebted to the integrity-driven people on the Litman Gregory team, all of whom are committed to making a positive difference in the lives of our clients.”
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 legacy planning.
Learn more about Gretchen 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.