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

Chris Wheaton & Gretchen Hollstein Named as 2021 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 2021.

3 days ago

Insight

Cryptocurrency Speculation: A Case of FOMO? (Fear of Missing Out)

Cryptocurrencies were back in the headlines throughout 2020 and into 2021, and some investors have found themselves wondering whether this type of investment deserves a role in portfolio construction. Our Research Team addresses the question, “Where do cryptocurrencies fit in?” and describes our approach to analyzing this type of investment.

Insight

Bitcoin’s Investment Merit

Litman Gregory's Research Team offers an update on this alternative investment option, encouraging investors to be cautious about buying cryptocurrencies. The team reviews the three broad elements in how we assess this investment: the underlying fundamentals and risks, Bitcoin’s price performance profile, and the behavioral aspects of owning bitcoin.