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.
Insight Newsletter—Spring 2023
Our Insight Newsletter is now available. Included in this edition: Investment Commentary Research Update: Trend Following with Managed Futures Tax Planning Opportunities from
Our Larkspur Office is Moving – Next Door!
Effective May 30th, we will relocate into a beautifully renovated suite designed with more space for hosting visitors and collaboration among team members. We look forward to hosting our clients and friends of the firm in this new office.
Schwab Account Owners Targeted in New Phishing Scam
Charles Schwab sent out an alert that their account owners have recently become the target of a sophisticated phishing scam in an attempt by fraudsters to gain access to their assets and other sensitive data. In this post, we share the details about this scam that account owners should look out for and ways that you can protect yourself from this and other fraud attempts.