For many years, our team at Litman Gregory has referred to the services we offer to our individual and family clients as “wealth management“, and for our nonprofit clients as their “outsourced CIO”. To us, these descriptions communicate that we provide both investment management and financial planning in an integrated way to support our clients’ broader wealth planning and mission-based goals. Although we’ve used this terminology internally and in conversations, our company name and logo have still read Litman Gregory Asset Management. Now, you will see that we updated our name to better represent the breadth of our services. We hope you enjoy our Litman Gregory Wealth Management logo!
Charitable Gifting Strategies for Giving Tuesday
Giving Tuesday shines a light on philanthropic efforts and serves as a reminder to give to the causes and organizations that mean the most to you. We aim to help our clients define their charitable goals and build a plan that maximizes the impact of their giving, while optimizing their tax situation. In this post, we highlight strategies to help guide your giving this holiday season and throughout the coming year.
Insight Newsletter—Fall 2023
Our Insight Newsletter is now available. Included in this edition: Investment Commentary Reaction to the Conflict in Israel and the Middle East Cybersecurity
It’s Beginning To Look A Lot Like Yearend Tax Planning Season
With just a few months left in the 2023 tax year, we wanted to highlight some timeless tax planning techniques. In this post we share some of the strategies that Litman Gregory Wealth Management considers as we help our clients optimize the tax-efficiency of their overall planning as well as our portfolio management on their behalf throughout the tax year.