Insight Newsletter—Summer 2024

September 19, 2024

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

Investment Commentary
Our Thoughts on recent market volatility
And More

View the Newsletter.

Third Quarter 2024 Investment Commentary

Helpful Insights

Investment Perspectives

Market Insights – Increased Volatility and a Shift in Underlying Trends

Heading into this year we expressed cautiousness and the potential of market volatility, given elevated stock valuations, the possibility of slowing economic growth, and uncertainty from proposed policy changes – and indeed this is what we’ve seen play out this month. In this post we review recent market developments and what they mean for the portfolios we manage.

Wealth Planning

Recognizing the Women in Our Firm on International Women’s Day

On International Women’s Day, we proudly shine a light on the many women at Litman Gregory Wealth Management who collectively represent 64% of our firm. Their expertise and leadership bring invaluable insights and guidance to our internal teams as well as our wealth management clients. As women in the U.S. are poised to control an increasingly significant share of financial assets in the coming years, we know the wealth management industry must evolve to meet their needs. This just reaffirms our commitment to shaping a more client-focused approach to wealth management.

Wealth Planning

Tips & Reminders for Your Tax Reporting

With tax reporting deadlines looming, we are already working with our clients to support their effort to gather and report pertinent tax information about their investments. Since we do this work every year, we wanted to share some key reminders and tips to keep in mind that we believe will help prepare for a smooth tax filing process.