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.
Why Is the Market Still Going Up When COVID-19 Risks Remain?
Even as the rate of unemployment remains high, COVID-19 continues to spread in the U.S., and economists forecast a huge drop in economic activity, the stock market continues to rally. We remind our clients that market prices reflect a consensus view about the future and that maintaining a disciplined investment approach is the best way forward.
Why is the Market Going Up When Economic News Looks Grim?
Our clients, and investors broadly, have been asking this important question: How do we reconcile the recent stock market gains, particularly in the United States, with the poor state of the current economy and the weak outlook? In this post, we explain the variables that impact investor behavior and respond to why financial markets can rally in the face of negative news.