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.
Insight Newsletter—Third Quarter 2020
The latest Insight Newsletter is now available. Included in this quarter's updates are tax planning opportunities in 2020, how we think about elections and investment decisions, and our quarterly letter to clients.
Gretchen Hollstein Featured in Barron’s “How to Invest for a Post-COVID World”
Senior Advisor Gretchen Hollstein, CFP® was highlighted in a recent Barron’s article, which featured a select group of investment professionals responding to how they are modifying clients’ portfolios given the current environment.
Advisor Showcase: Guiding Clients Through Pandemic-Driven Uncertainty
Litman Gregory’s senior advisors were featured in North Bay Business Journal’s report on wealth managers. The survey posed questions about the impact of COVID-19 on client relationships, common mistakes investors make in times of great uncertainty, and more. In this post, we share a selection of responses from members of our advisory team.