In 2018, we launched our new Client Portal which puts portfolio information at your fingertips. This tool is designed to augment our advisors’ efforts to give you greater access and transparency on progress toward your goals.
The portal provides secure, real-time information on your portfolio data, asset allocation, and investment holdings. It also offers a document vault for streamlined document sharing with your advisor and other trusted professionals without compromising your privacy or security.
Here are some sample views of the portal, showing a preview of the information available in real time:
If you have not yet activated your Client Portal account, we encourage you to speak with our team for instructions on how to do this so that you can begin accessing on-demand data for your portfolio(s) and uploading important documents.
How can I access the portal?
The Client Portal is accessible via the “Client Login” button at the top of our website. Once you have activated your new portal account, you’ll be able to log in anytime to view materials and real-time data. We are happy to offer an overview of the portal to help you get started.
Will my preferred delivery method change?
Activating your portal account will not change your delivery method. You will continue to receive documents from Litman Gregory using your preferred delivery method; electronic or US mail. If you currently receive documents by US mail and would like to enroll in electronic delivery, feel free to reach out to your team or simply reply to this email.
How can I access historical documents?
All documents that had been uploaded to our previous client portal accounts have been archived. If you need a copy of any past document, including those you may have uploaded, please reach out to our team.
Our technology strategy is centered around interaction, access and convenience.
Our dedication to your peace of mind is absolute and extends across the entire team. We continue to enhance our digital capabilities to offer new ways for you to access your portfolio information, exchange secure documents with us, and connect with your Litman Gregory team.
More recently, we began offering video conference meetings by request. When an in-person meeting isn’t an option, consider scheduling a video conference with your advisor. Going this route allows you to continue to receive the same high-level of service from a location that is convenient for you.
Our Team is Prepared for the Gender Wealth Shift
Many leading companies have started to shift gears by offering new products, hiring more female advisors, and launching financial literacy and community outreach events. At Litman Gregory Wealth Management, we're ahead of the curve, with women making up 50% of our team.
Fourth Quarter 2023 Investment Commentary
As 2023 unfolded, global stock and bond markets ignored widespread expectations of a U.S. recession and surprised forecasters by shaking off a host of uncertainties to post strong gains for the year. This was a welcome rebound after a very difficult 2022, where high inflation made the Fed decide to raise interest rates sharply which led to negative returns for virtually all traditional investments. In this commentary we cover what led to the 2023 returns, as well as our outlook and strategy as we look ahead in 2024.
Year End Wishes from Litman Gregory Wealth Management
In reflecting on the events of 2023, we witnessed a positive turn in the financial markets as investors anticipated the possibility of a “soft landing” for the U.S. economy, but we were also disheartened by numerous worldwide conflicts. As we balance these experiences, we are grateful for our business and client relationships, and more than ever we are encouraged to be of service and give back to our community.