Insight Newsletter—Fall 2023

November 9, 2023

Our Insight Newsletter is now available. Included in this edition:

Investment Commentary
Reaction to the Conflict in Israel and the Middle East
Cybersecurity Awareness Month – Protecting Against Imposter Scams
It’s Beginning To Look A Lot Like Yearend Tax Planning Season
Wealth Management Company and Team Updates

View the Newsletter.

Charitable Gifting Strategies for Giving Tuesday

Helpful Insights

Investment Perspectives

Second Quarter 2024 Investment Commentary

During the second quarter, the U.S. economy stayed resilient in an environment where inflation and interest rates remained higher than expected. Tighter monetary policy was offset by accommodative fiscal policy and still-strong U.S. consumers. U.S. stocks continued to hit new highs, as economic growth benefited corporate earnings, and the stock market remains concentrated with the “Magnificent Seven” representing over 25% of the S&P 500. Recession fears haven’t completely abated, however, and the second half of the year could see pockets of volatility given headline risks related to Fed policy, geopolitical events, and the upcoming election.

Investment Perspectives

Research Update: Drivers of Equity Returns Likely to Shift Going Forward

Predicting stock market returns is famously difficult. We know stocks provide gains from dividends, earnings growth, and increasing valuations, but it's challenging to anticipate how these variables will interplay. What we can identify and analyze are the broader macroeconomic headwinds and tailwinds that impact these variables. In this post we review the multiple drivers of equity returns and cover an analysis of how changes in the overall global economic environment influence our expectations going forward.

News & Updates

Chris Wheaton, Gretchen Hollstein, and Monica Muñoz Named Again as 2024 Forbes Best-in-State Wealth Advisors

We are proud to announce that Litman Gregory Senior Advisors Chris Wheaton, CPA, CFP®, Gretchen Hollstein, CFP® and Monica Muñoz, CFP® have been named as Forbes Best-in-State Wealth Advisors for 2024. This list spotlights top advisors from across the country who have demonstrated high levels of ethical standards and success in the wealth management business.