Insight Newsletter—Third Quarter 2020

October 15, 2020

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:

Client Letter
Tax Planning Opportunities in 2020
How We Think About Elections & Investment Decisions
Endowments & Foundations: The Value of an Experienced and Accountable Fiduciary Partner
Larkspur Office Move Announcement

View the Newsletter.

How We Think About Elections & Investment Decisions

Helpful Insights

Insight

Replay: Year-End Planning Webinar

Litman Gregory Senior Advisors Chris Wheaton and Gretchen Hollstein host this client webinar to cover some timely tax and estate planning considerations, and also share ideas for optimizing charitable gifts as we enter the year-end season.

3 days ago

Insight

The Market Reacts to the Election

This year’s election results arrived later than usual, but the U.S. stock market had its best post-election day since 1952. With some election uncertainty remaining, COVID-19 cases on the rise, and an economic recovery slowing, this has led to some confusion about the market reaction and what lies ahead. As always, we emphasize the importance of having a healthy level of respect for the unpredictable nature of the markets over the short term.

Insight

A “Wealth Advisor Mom” Reflects on Advising & Parenting in a Pandemic

In a year when the demands on parents and advisors have both increased in intensity, we are pleased to announce that Gretchen Hollstein, CFP^® was recognized again as one of the Top Wealth Advisor Moms for 2020 by Working Mother. Gretchen reflects on the challenge of parenting kids in remote learning while working as a wealth advisor, and her gratitude for being able to continue serving clients during this volatile time.