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.
Our Perspective and Strategy During Turbulent Times
It’s been a difficult year, to say the least. As September comes to a close, we’ve weathered a disappointing month in the financial markets after a relatively benign August and a strong July. As is the case in any bear market, investors are braced for more to come. In this post we provide a summary on the forces that brought us here, how we’re responding, and what to expect going forward.
With Inflation Rising, Why Have Inflation-Protected Bonds Declined?
As the outlook for inflation turned less “transitory,” treasury inflation-protected securities became interesting to many investors. But these bonds have shown they aren’t immune to broader bond market declines, leaving investors to wonder, “How can my inflation-protected bonds be down when inflation is on the rise?” In this post we explain how these bonds are impacted by different market variables, including inflation, and why we believe they still deserve a place in our client portfolios.
I Savings Bonds Currently Offer a Generous Yield
With current yields over 9%, Series I Savings Bonds seem to offer a "free lunch". These bonds are issued by the U.S. Government and pay interest linked to current inflation rates, making them an attractive option for most savers and investors.