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

We Walked From Larkspur to Paris to Celebrate the Anniversary of Joining iM Global Partner

Our employees logged 13.2 million steps in only 23 days to complete a firm-wide walking challenge to commemorate the anniversary of joining Litman Gregory and iM Global Partner. We were proud to partner with colleagues from different countries as we raised money for charities and celebrated our firm's expanded global footprint!

Investment Perspectives

Commentary from Our CIO—Second Quarter 2022

It’s been an extremely difficult first half of the year for investors, with equity markets falling into bear market territory and what are usually “low-risk” bond markets registering low double-digit losses. In this investment commentary, our CIO, Jeremy DeGroot, digs into the recent market and economic developments as well as our near-to-medium-term outlook.

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.