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: Market Update Webinar

In this replay of our Market Update Webinar, Chief Investment Officer Jeremy DeGroot answers questions we’ve been receiving from clients on the economy and financial markets. He also provides an overview of how Litman Gregory is navigating the potential impact of the upcoming election and the turbulence surrounding the pandemic.

Yesterday

Insight

Tax Planning Opportunities in 2020

As part of our tax sensitivity in managing investment portfolios, we regularly look for opportunities to maximize after-tax portfolio returns. We also help clients identify where it makes sense to take advantage of the changes enacted by the SECURE and CARES Acts. Here we share some tips on how to utilize a variety of techniques in our client portfolios.

2 days ago

Insight

How We Think About Elections & Investment Decisions

Each time a U.S. presidential election approaches, we revisit with clients our views about the impact on our investment outlook and portfolio positioning. Here is a quick review of how we think about elections in general within the context of our overall investment approach.