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.
Actions to Take in Uncertain Times
In a volatile environment like the one we find ourselves in today, and experienced just two years ago in 2020, we recognize that some investors feel as though they should make changes in their portfolios—even if just to take action.
Research Update on Market Volatility
Given the renewed market downturn, fed by high uncertainty around inflation and the war in Ukraine, we want to share our most-current views and portfolio positioning with clients and followers of our research.
Commentary from Our CIO—First Quarter 2022
In this commentary, we highlight key developments in the global economy and financial markets. The biggest macro event was Russia’s brutal invasion of Ukraine. As is our job, our focus is on the economic and financial market impact of this event. Clearly, the human impact has been devastating and tragic, and our hearts and support are with the Ukrainian people.