In the following blog post, Alice Lowenstein, Managing Director and Principal with Litman Gregory, reflects back to our clients on the inspiration we get from working with them to achieve their unique definitions of financial peace of mind.
To our clients:
As the Managing Director, I oversee our Wealth Management business, which is quite a broad and varied role but one that boils down to a single essential responsibility: our clients’ success.
Really that’s everyone’s core job at Litman Gregory. It was Ken and Craig’s job when they founded the firm more than 30 years ago and it’s equally true for us today.
Indeed, one of the things I love about my work is I see this dedication to our clients every day, in big and small ways:
What keeps us going—what inspires us—is you, our clients. What you do and what we have the privilege to work with you to accomplish. Here are just a few examples:
These are our clients’ stories—and our inspiration. We thank you for sharing them and we commit that as your partner we will do everything possible to provide peace of mind and the ability to achieve the things that matter.
On behalf of everyone at Litman Gregory, we wish you a joyous New Year, and send our sincere thanks and gratitude for the opportunity to serve you.
Chris Wheaton & Gretchen Hollstein Named as 2021 Forbes Best-in-State Wealth Advisors
We are thrilled to share that Litman Gregory Senior Advisors Chris Wheaton and Gretchen Hollstein have been named to the Forbes Best-in-State Wealth Advisors List for 2021.
Cryptocurrency Speculation: A Case of FOMO? (Fear of Missing Out)
Cryptocurrencies were back in the headlines throughout 2020 and into 2021, and some investors have found themselves wondering whether this type of investment deserves a role in portfolio construction. Our Research Team addresses the question, “Where do cryptocurrencies fit in?” and describes our approach to analyzing this type of investment.
Bitcoin’s Investment Merit
Litman Gregory's Research Team offers an update on this alternative investment option, encouraging investors to be cautious about buying cryptocurrencies. The team reviews the three broad elements in how we assess this investment: the underlying fundamentals and risks, Bitcoin’s price performance profile, and the behavioral aspects of owning bitcoin.