We are pleased to announce that Senior Advisor Monica Muñoz, CFP® has been named to Forbes magazine’s 2021 Top Next-Gen Wealth Advisors list.
This year’s list showcases the top 500 rising advisors under the age of 40 who combined manage more than $1 trillion in client assets. Monica was selected from a group of over 3,300 individuals considered for the Next-Gen ranking.
“It’s an honor to be included on this list of professionals that represent the future of the wealth management industry,” said Monica. “It reflects our firm’s focus on building a team of advisors that can support our clients and their next generations for decades to come. Every member of our team shares a singular and overriding commitment to our clients’ financial success, and I’m grateful for the trust our clients place in me and in the broader team at Litman Gregory.”
In Litman Gregory’s more than thirty-year history we have had the privilege to create multi-decade relationships with our clients and their families. Our advisors partner with people in many stages of life and strive to help them enhance and preserve their wealth for generations to come.
“This is a well-deserved recognition of Monica’s valued work for her clients,” commented Jeff Seeley, Deputy CEO of iM Global Partner. “She plays an integral role in developing and delivering on the service that the advisory team offers to multigenerational families. Taking care of our clients’ financial future for generations means we are always looking out for their best interest.”
Monica has been serving Litman Gregory clients since 2007, providing wealth planning and investment advisory services to individuals, families, and nonprofits, with a specialty in next generation wealth.
Learn more about Monica here.
Year-End 2022 Investment Commentary
Though global stock and bond markets saw positive returns during the fourth quarter, the year closed as one of the most difficult and volatile in the financial markets’ recent history. In this year-end commentary, we reflect on this past year and provide our investment outlook for 2023 and beyond. We cover opinions on the potential of recession, inflation and interest rate trends, global stock and bond market valuations, as well as potential return within our economic scenario analyses. We invite you to read this comprehensive review and reach out to your advisor with any questions.
Litman Gregory Advisors In the News
We are proud to have had senior advisors Chris Wheaton and Gretchen Hollstein recently interviewed and quoted by both local and national news publications in stories about investment and charitable planning strategies. In this post we share their quotes and links to the articles.
Research Update: Opportunities in Private Equity
Through in-depth due diligence that identifies high quality investment vehicles offering potential for long-term capital growth, attractive diversification and lower minimums, we have found effective ways for our clients to take advantage of PE investments.