Senior Investment Advisor Chris Wheaton discusses how he helps his clients drive down the cost of giving by donating long-term capital gain property though Schwab Charitable accounts. Watch the video.
Commentary from Our CIO—Year-End 2021
While there are a couple broad market risk scenarios around our base case to be aware of in 2022, our portfolios are strategically balanced and well-diversified, which should enable them to be resilient. Chief Investment Officer Jeremy DeGroot provides a review of 2021 and explains why we remain confident in our long-term investment process, discipline, and ability to navigate uncertain macro and market scenarios.
As 2021 comes to a close, we reflect on the challenges and opportunities of the past year and pause to extend a heartfelt thank you to our clients for their trust. Maintaining a spirit of ongoing innovation to meet our clients’ changing needs has always been an important part of Litman Gregory’s history – and this year was no different. Our organization continued to evolve, while keeping you, our clients, as our focus.
Sensiba San Filippo’s Cynthia Morris and Clients Join Litman Gregory
We are pleased to announce that we've entered into an agreement with Sensiba San Filippo Financial Advisers in which their clients and Financial Advisor Cynthia Morris have joined the Litman Gregory team effective December 13, 2021.