Insight Newsletter—Second Quarter 2021

July 29, 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
Increased Return Expectations for U.S. Stocks
Advisor Q&A: Tax Planning & the American Families Plan
Finances & Aging: Tips for Planning Ahead

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Litman Gregory Listed in Financial Advisor’s 2021 RIA Ranking

Helpful Insights

Wealth Planning

The Season of Philanthropy Starts on Giving Tuesday

As Thanksgiving nears, so then does Giving Tuesday – a day focused on charitable giving and a fitting time to consider your philanthropic goals and review your giving plan. In this post we cover different ways you can optimize your charitable giving to support organizations that are important to you.

4 days ago

News & Updates

Cybersecurity Reminder

In recent months, we have heard about and witnessed a disturbing spike in cybercrime attempts. Because of this unfortunate increase, we are taking this opportunity to remind you to remain vigilant and cautious when receiving phone calls, text messages, and emails that appear to ask for a response.

Investment Perspectives

Insights on Market Impact of Presidential Elections

With the U.S. set to choose its next President in less than two weeks, we want to share our views on portfolio positioning as we look ahead to the election.