Litman Gregory Senior Advisor Gretchen Hollstein hosts this question and answer session with Chief Investment Officer Jeremy DeGroot. Together they address many of the questions we have heard recently from clients, and Jeremy provides additional insight into Litman Gregory’s views on the economic and market environment, our investment outlook, and how we are managing client portfolios during this time of uncertainty and volatility.
The webinar slides can be viewed here.
Replay: Market Update Webinar
In this replay of our Market Update Webinar, Chief Investment Officer Jeremy DeGroot answers questions we’ve been receiving from clients on the economy and financial markets. He also provides an overview of how Litman Gregory is navigating the potential impact of the upcoming election and the turbulence surrounding the pandemic.
Tax Planning Opportunities in 2020
As part of our tax sensitivity in managing investment portfolios, we regularly look for opportunities to maximize after-tax portfolio returns. We also help clients identify where it makes sense to take advantage of the changes enacted by the SECURE and CARES Acts. Here we share some tips on how to utilize a variety of techniques in our client portfolios.
How We Think About Elections & Investment Decisions
Each time a U.S. presidential election approaches, we revisit with clients our views about the impact on our investment outlook and portfolio positioning. Here is a quick review of how we think about elections in general within the context of our overall investment approach.