Litman Gregory Recognized for Corporate Philanthropy

October 19, 2016

Litman Gregory Asset Management was selected as the honoree for Outstanding Corporate Philanthropist (1-99 employees) for the East Bay Leadership Council’s 6^th Annual Philanthropy Awards. The East Bay Philanthropy Awards are an opportunity to honor exemplary community-minded leaders, businesses, and service organizations that make the Easy Bay more vibrant.

Litman Gregory’s Charitable Partnership Program was recognized for its efforts on fighting homelessness through our support of SHELTER, Inc. of Contra Costa County and Compass Family Services in San Francisco.

2016 Honorees of the East Bay Leadership Council’s Philanthropy Awards

DISCLOSURE

This report is solely for informational purposes and shall not constitute an offer to sell or the solicitation to buy securities. The opinions expressed herein represent the current views of the author(s) at the time of publication and are provided for limited purposes, are not definitive investment advice, and should not be relied on as such.

When Should You Claim Social Security Benefits?

Helpful Insights

Investment Perspectives

Global Trade and Other Impacts on the U.S. Dollar

With the continuing outlook for the U.S. economy generally optimistic, focus has turned to changes coming from the next administration, such as potential reductions in taxes and regulations. Concerns have begun to surface about rising national debt and deficit spending, while the U.S. dollar also faces risks from "de-dollarization" due to geopolitical tensions. In this post we cover an outlook for the U.S. dollar and its position among world currencies.

4 days ago

Investment Perspectives

Client Symposium Replay: Investment Panel Discussion

The investment panel discussion video and accompanying materials from our Fall Client Symposium event are now available for viewing. The panelists covered questions about U.S. fiscal and monetary policy, inflation, the election, and an analysis of the global equity markets and fixed income opportunities.

Wealth Planning

Timely Tax Planning Techniques for 2024

With less than a month left in the 2024 tax year, we wanted to highlight timeless tax planning techniques that can help reduce taxes and potentially improve after-tax investment returns. In this post we share some of the strategies that our advisory team considers as we help clients optimize the tax-efficiency of their overall planning in addition to our portfolio management on their behalf throughout the tax year.