Litman Gregory’s connections to the Stockton and Lodi area began even before our firm’s 1987 founding, when co- founder Ken Gregory worked as an advisor in Stockton. Since that time, we have provided wealth planning and investment management services to individuals, families, corporations, and non-profits throughout the region, while partnering with trusted local professionals in estate law and tax accounting to support the needs of our mutual clients.
We are pleased to make you aware of our ongoing commitment to serving clients in the Central Valley.
Our Bay Area–based advisory team members feel fortunate to work directly with clients and colleagues in the Central Valley. Over our many years of service in this area we’ve made ourselves available for questions and in-person meetings and general support for clients.
We are grateful to our clients and professional partners for the trust and warm welcome we have always received in the Central Valley.
Our Thoughts on the Silicon Valley Bank Failure
Recent problems in the banking industry have increased uncertainty in the financial markets. On behalf of our clients, we have taken a close look at the situation and assessed the potential consequences. In this post we summarize the circumstances at Silicon Valley Bank that led to its failure, describe the broader implications, and review what we see as minimal impact for our clients and their portfolios.
Insight Newsletter—Winter 2023
Our Insight Newsletter is now available. Included in this edition: Investment Commentary Research Update: Trend Following with Managed Futures Tax Planning Opportunities from
Research Update: Trend Following with Managed Futures
The evidence of the long-term value that trend-following managed futures bring to a balanced portfolio is compelling, even though there are shorter periods where sharp see-saw patterns can lead to disappointing returns. However, in a year like 2022 that saw significant declines for both stocks and bonds, managed futures experienced large positive gains and were one of the only asset classes to provide meaningful downside protection. This research update serves to address many of the questions that we receive about this interesting investment strategy.