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.
Replay: Year-End Planning Webinar
Litman Gregory Senior Advisors Chris Wheaton and Gretchen Hollstein host this client webinar to cover some timely tax and estate planning considerations, and also share ideas for optimizing charitable gifts as we enter the year-end season.
The Market Reacts to the Election
This year’s election results arrived later than usual, but the U.S. stock market had its best post-election day since 1952. With some election uncertainty remaining, COVID-19 cases on the rise, and an economic recovery slowing, this has led to some confusion about the market reaction and what lies ahead. As always, we emphasize the importance of having a healthy level of respect for the unpredictable nature of the markets over the short term.
A “Wealth Advisor Mom” Reflects on Advising & Parenting in a Pandemic
In a year when the demands on parents and advisors have both increased in intensity, we are pleased to announce that Gretchen Hollstein, CFP® was recognized again as one of the Top Wealth Advisor Moms for 2020 by Working Mother. Gretchen reflects on the challenge of parenting kids in remote learning while working as a wealth advisor, and her gratitude for being able to continue serving clients during this volatile time.