Insight Newsletter—First Quarter 2022

May 24, 2022

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

Investment Commentary
Enhancements to Our Firm’s Investment Strategy
Business Updates
Wealth Management Team Updates

View the Newsletter.

Chris Wheaton & Gretchen Hollstein Named as 2022 Forbes Best-in-State Wealth Advisors

Helpful Insights

News & Updates

Chris Wheaton & Gretchen Hollstein Named as 2022 Forbes Best-in-State Wealth Advisors

We are thrilled to share that Litman Gregory Senior Advisors Chris Wheaton and Gretchen Hollstein have been named to the Forbes Best-in-State Wealth Advisors List for 2022, the third consecutive year.

Investment Perspectives

Insight Newsletter—First Quarter 2022

This quarter's client newsletter includes our investment commentary, an update on our firm's investment strategy, the latest Litman Gregory Wealth Management news, and more.

Investment Perspectives

Actions to Take in Uncertain Times

In a volatile environment like the one we find ourselves in today, and experienced just two years ago in 2020, we recognize that some investors feel as though they should make changes in their portfolios—even if just to take action.