At Litman Gregory, we partner with people at many stages of life, from busy executives and individual entrepreneurs to young couples planning for a family’s future and multigenerational families managing their legacy. In every case, including yours, our experienced advisor professionals deliver comprehensive wealth management to coordinate all facets of your finances, while managing your investments in a way that best supports your financial goals.
Consider “Charitable Gift Bunching” to Maximize Your Impact
With Giving Tuesday upon us, and the backdrop of local reminders that many people are in need of extra support, this seems like a perfect time to consider philanthropic goals and take a moment to review or design a giving plan.
Timeless Truths in Today’s Market
October lived up to its historical reputation as the most volatile calendar month, with wide market swings in both US and international stocks. The factors weighing on the markets aren’t new, so we thought it would be helpful to offer what we believe are some timeless truths for any market investor.
Litman Gregory Team Announcements
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 are excited to share news of advancements and expansions within the Litman Gregory Client Management team.