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.
A Decade Past, the Decade to Come
The last decade has seen U.S. stocks significantly outperform non-U.S. stocks, large caps outperform small caps, and growth strongly outperform value. And while the dominance of these trends has been unrelenting, we have already begun to see the last decade’s major market trends starting to reverse. In this post, we look back on the last 10 years and consider what to expect as investors over the next 10.
Litman Gregory Joins iM Global Partner
We would like to share some important and exciting news about our company’s future. After much due diligence and careful thought, the firm’s principals and founders have decided to take a significant step toward growing our resources and ensuring our ability to excel for generations to come by joining iM Global Partner, a privately held global investment services firm.