Insight Newsletter—Fourth Quarter 2020

January 21, 2021

In an effort to deliver our quarterly communications more promptly and reduce our use of paper, we have made an electronic version of our Insight Newsletter available. Included in this quarter’s newsletter:

Investment Commentary
Year-End Reflections
The Anticipatory Nature of Markets
Endowments & Foundations: Good Governance as a Foundation for Success
Alice Lowenstein Earns CSRIC™, Sustainable, Responsible & Impact Investing Designation
Market Outlook Webinar Invitation

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The Anticipatory Nature of Markets

Helpful Insights

News & Updates

Gretchen Hollstein and Monica Muñoz Named to 2021 Top Wealth Advisor Moms List

We are pleased to announce that Senior Advisors Gretchen Hollstein, CFP® and Monica Muñoz, CFP® have been named as two of the country’s Top Wealth Advisor Moms for 2021 by Working Mother. This recognition is a testament to their passion for both roles they hold, advisor and parent.

Investment Perspectives

Commentary from Our CIO—Third Quarter 2021

Chief Investment Officer Jeremy DeGroot reviews key elements of the global macro environment and how they impact our financial market outlook: COVID-19, U.S. economic policy, growth, and inflation. He also covers our reasons for near-term caution on U.S. stocks, and an in-depth review of emerging market equities, in light of recent market headlines and regulatory developments in China.

News & Updates

Introducing Litman Gregory’s Updated Logo

For many years, our team has referred to the services we offer to our clients as "wealth management". To us, this communicates that we provide both investment management and financial planning in an integrated way to support their broader wealth planning goals. As of today, we have officially updated our name and logo.