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 Team is Prepared for the Gender Wealth Shift
Many leading companies have started to shift gears by offering new products, hiring more female advisors, and launching financial literacy and community outreach events. At Litman Gregory Wealth Management, we're ahead of the curve, with women making up 50% of our team.
Fourth Quarter 2023 Investment Commentary
As 2023 unfolded, global stock and bond markets ignored widespread expectations of a U.S. recession and surprised forecasters by shaking off a host of uncertainties to post strong gains for the year. This was a welcome rebound after a very difficult 2022, where high inflation made the Fed decide to raise interest rates sharply which led to negative returns for virtually all traditional investments. In this commentary we cover what led to the 2023 returns, as well as our outlook and strategy as we look ahead in 2024.
Year End Wishes from Litman Gregory Wealth Management
In reflecting on the events of 2023, we witnessed a positive turn in the financial markets as investors anticipated the possibility of a “soft landing” for the U.S. economy, but we were also disheartened by numerous worldwide conflicts. As we balance these experiences, we are grateful for our business and client relationships, and more than ever we are encouraged to be of service and give back to our community.