We are committed to providing a deep team of experienced professionals to support our clients’ financial success in the decades and generations to come. For that reason, we are excited to share the latest news from within the Litman Gregory team.
Bill Thompson has joined the firm as a director of the Endowments & Foundations Group and Senior Advisor. In this role, Bill will advise clients on strategic investment planning and portfolio construction, including asset allocation, manager selection, investment program evaluation, performance measurement, and governance.
Prior to Litman Gregory, Bill was a Managing Director at Cambridge Associates for over 10 years, where he served as an outsourced Chief Investment Officer (CIO) for endowments, foundations, and family offices. Before joining Cambridge, Bill was an institutional credit consultant for Citigroup, focusing on investment- and below-investment-grade corporate bonds and derivatives. He graduated from Denison University (BA) and the University of Chicago (MBA).
We are thrilled to have Bill join the advisory team. His deep investment expertise and intense client focus made him a natural fit for our firm and the clients we serve.
Monica Muñoz, CFP®, was recently promoted to Senior Advisor. This promotion reflects the breadth and depth of Monica’s trusted role in guiding and supporting the complex needs of our clients. As a Senior Advisor, Monica will continue to serve as the Manager of Wealth Planning Services, focused on developing and refining our wealth planning services and strengthening the operational platform that supports our work with clients.
Monica has been serving Litman Gregory clients since 2007, providing investment advice, financial analysis, and portfolio management services to individuals, family groups, foundations, endowments, and group retirement plans.
Forbes Honors Gretchen Hollstein and Chris Wheaton as “Best-in-State Wealth Advisors”
Two of Litman Gregory’s senior advisors and principals, Gretchen Hollstein and Chris Wheaton have been named to Forbes’ Best-in-State Wealth Advisors list for 2020.
Navigating New Tax Planning Opportunities with the SECURE Act of 2019
As the new year unfolds, we find ourselves with numerous wealth planning opportunities based on tax law updates within the recently passed “SECURE Act of 2019”. This is seen as the first major retirement savings law in many years.
Investment Key Takeaways—Year-End 2019
In 2019, almost all major financial asset classes were positive, a shift from 2018 where just about every asset class faltered. And atypically, both stocks and bonds appreciated strongly with the key driver being the Federal Reserve’s policy U-turn toward accommodative monetary policy.