Litman Gregory Senior Advisor and Principal Gretchen Hollstein, CFP® was recently highlighted in Barron’s article How to Invest for a Post-COVID World. In the article, a select group of investment professionals respond to how they are modifying clients’ portfolios given thoughts on the current environment and headwinds facing core bond returns and the traditional 60/40 stock/bond balanced portfolio. Those interviewed tended to agree that there are attractive opportunities to make portfolio shifts from growth to value stocks, U.S. to foreign equities, and from core bonds to other sources of income.
In her response, Gretchen mentions that Litman Gregory is “looking for more from fixed-income allocations than traditional holdings can provide.” She explains that much of our clients’ bond allocations have an absolute-return oriented focus. And, in addition to bonds, we use alternatives to help buffer portfolios to stock market volatility, including “managed futures trend-following strategies, which remained in positive territory earlier this year, when stock indexes cratered.”
Read the full story by Barron’s.
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.
Chris Wheaton & Gretchen Hollstein Named as 2021 Forbes Best-in-State Wealth Advisors
We are thrilled to share that Litman Gregory Senior Advisors Chris Wheaton and Gretchen Hollstein have been named to the Forbes Best-in-State Wealth Advisors List for 2021.
Replay: 2021 Market Outlook Webinar
In this replay of our Market Outlook Webinar, Litman Gregory's CIO Jeremy DeGroot and Senior Advisor Gretchen Hollstein address client questions on the economy, financial markets, and our portfolio management process, and discuss the key risks and opportunities for investors in the year ahead.