Litman Gregory was recognized as a top-ranked registered investment advisor by Financial Advisor Magazine, ranking 102nd out of 607 firms nationwide. Litman Gregory’s average number of assets per client for the year reached $8.5 million, and number of clients increased by almost 3% year over year.
Our team is honored to be recognized among our peers and to share this achievement with our clients who have placed confidence and trust in us for over 30 years. We are proud to continue to build our firm so we can serve them and the generations ahead.
View the complete 2021 Annual RIA Survey and Ranking here.
Incorporating “Giving Tuesday” and End-of-Year Donations into Your Philanthropic Plan
Giving Tuesday shines a light on philanthropy and encourages you to maximize your impact on the causes and organizations most important to you. In this post, we share the tips and strategies that we find useful in our philanthropic planning with clients.
Replay: 2021 Year-End Wealth Planning Webinar
This time of year presents an opportunity to check in on your financial goals and revisit the strategies that best position you for year-end and the coming year. In this replay, Litman Gregory Senior Advisors cover a variety of important financial planning topics to guide your planning, including tax strategies and estate planning.
Tax Planning for All Seasons
While we await final details of the “human infrastructure” spending bill and any incorporated tax law changes, we share some timeless tax planning techniques and ways that we seek to optimize the tax-efficiency of our client portfolios during the tax year.