We are proud that our team can be a resource to industry writers and news publications as they research information about financial management issues. This Fall, two of our Litman Gregory Advisors were quoted in local and national news articles.
Most recently, Gretchen Hollstein was quoted by Karen Hube in “The Conundrum of Donor-Advised Funds” in the December 5th Barrons’ PENTA.
“The original interest has been as convenient pass-throughs to charity that help people track all of their gifts from one place,” says Gretchen Hollstein, a senior advisor at Litman Gregory in San Francisco. “But there are a lot more tax and estate-planning reasons high-net-worth individuals and families are starting to use DAFs.”
Earlier this Fall, Chris Wheaton was quoted by Kathleen Pender in “Here are 7 things investors can do as stocks keep falling – without trying to time the market” in the September 30th San Francisco Chronicle.
“The one- or two-year Treasury has one of the best risk-reward profiles you will see in the marketplace now,” said Chris Wheaton, senior investment adviser with Litman Gregory Wealth Management in Larkspur.
Please feel free to reach out to your Litman Gregory advisor if you have any questions about the financial topics covered in these, or any, industry publications.
Year-End 2022 Investment Commentary
Though global stock and bond markets saw positive returns during the fourth quarter, the year closed as one of the most difficult and volatile in the financial markets’ recent history. In this year-end commentary, we reflect on this past year and provide our investment outlook for 2023 and beyond. We cover opinions on the potential of recession, inflation and interest rate trends, global stock and bond market valuations, as well as potential return within our economic scenario analyses. We invite you to read this comprehensive review and reach out to your advisor with any questions.
Litman Gregory Advisors In the News
We are proud to have had senior advisors Chris Wheaton and Gretchen Hollstein recently interviewed and quoted by both local and national news publications in stories about investment and charitable planning strategies. In this post we share their quotes and links to the articles.
Research Update: Opportunities in Private Equity
Through in-depth due diligence that identifies high quality investment vehicles offering potential for long-term capital growth, attractive diversification and lower minimums, we have found effective ways for our clients to take advantage of PE investments.