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—First Quarter 2021
The latest Insight Newsletter is now available. Included in this quarter's updates are our recent investment commentary, a research update on the market trends of the past decade and our expectations for the decade ahead, and the latest Litman Gregory news.
Gretchen Hollstein Named to Forbes’ 2021 List of Top Women Wealth Advisors
We are thrilled to share that Litman Gregory Senior Advisor Gretchen Hollstein, CFP® has once again been named to the list of Forbes Top Women Wealth Advisors for 2021. This year’s list features 1,000 advisors from across the country who have demonstrated exemplary client service and achieved success in the wealth management business.
Wealth Management Team Updates
We are committed to providing a deep team of experienced professionals to support our clients’ financial success in the decades and generations to come. We invite you to read about the recent advancements and industry accolades within the Litman Gregory team.