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

Investment Perspectives

Commentary from Our CIO—Second Quarter 2021

Global stock markets continued to surge in the second quarter. In our assessment of the macroeconomic backdrop and outlook, we continue to expect a strong global economic recovery over at least the next 12 months. In this quarterly commentary, our Chief Investment Officer, Jeremy DeGroot, reviews the current reasoning for our portfolio positioning, outlook on inflation, and forward-looking scenario analysis on the broader economy and markets.

Investment Perspectives

Research Update: Increased Return Expectations for U.S. Stocks

As the economy and financial markets continue their recovery from the pandemic’s impact, our recent analysis resulted in improved expected returns for U.S. stocks. In this post we summarize our analysis and why we think an increased allocation to U.S. equities could benefit the risk-adjusted return profile of our portfolios.

Wealth Management

Advisor Q&A: Tax Planning and the American Families Plan with Senior Advisor Chris Wheaton

The American Families Plan was recently released by President Joe Biden and includes many of the provisions outlined during his campaign. We asked Litman Gregory Senior Advisor, Chris Wheaton, to answer some questions about key proposed tax law changes, and related tax planning ideas for our clients to consider in 2021 and beyond.