Litman Gregory Chief Investment Officer Jeremy DeGroot and senior research analysts Jack Chee and Jason Steuerwalt were recently featured in CityWire USA Magazine’s cover story Competitive Edge. In the article, they share our research team’s ongoing due diligence approach and discuss what it takes for a manager to be selected for our portfolios.
“Managers hoping to land a spot on Litman Gregory’s recommended list need a clear edge on the competition.”
Read the full story by CityWire Magazine.
Interested in learning more about our research team’s manager selection process?
Read our Selecting Fund Managers blog post.
Why is the Market Going Up When Economic News Looks Grim?
Our clients, and investors broadly, have been asking this important question: How do we reconcile the recent stock market gains, particularly in the United States, with the poor state of the current economy and the weak outlook? In this post, we explain the variables that impact investor behavior and respond to why financial markets can rally in the face of negative news.
Gretchen Hollstein Named to 2020 Forbes Top Women Wealth Advisors List
We are pleased to share that Litman Gregory Senior Advisor and Principal Gretchen Hollstein, CFP® has been named to the 2020 Forbes Top Women Wealth Advisors list.
Taking Action in a Time of Uncertainty
In our role as wealth advisor, we take seriously our responsibility to help guide thoughtful decision making and wise action. Although we face much uncertainty in the current environment, there are a number of steps we can confidently take to create positive financial impact. We review seven of the more common actions we are recommending to our clients today.