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.
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.