Our Community

Our Internal Community: A Culture of Integrity and Excellence

We believe our most valuable assets are the people that make up Litman Gregory and the strong reputation for integrity, intellectual honesty, and excellence that we have earned over the years in our relationships with clients, business associates, and the national financial media. This reputation has been established by taking great care to cultivate a team of highly skilled professionals who share our core values and who have a passion for our profession. The resulting company culture and the people behind it are the foundation for our continued success.

Meet Our Team

Connecting with the Wider Community

We are active participants in our communities, as individuals and as a firm.

The Litman Gregory Charity Partnership Program proudly supports two local nonprofits dedicated to alleviating and preventing homelessness. Our involvement includes volunteer opportunities for all employees in addition to meaningful financial contribution:

Compass Family Services

One of the longest continually operating social service agencies in California, based in San Francisco. Compass counselors work with families to develop a personalized housing plan while providing them with the support they need to stabilize, get back on their feet, and go forward on the path to self-sufficiency. Compass provides childcare, healthcare, education, employment, shelter, transitional housing, mental health care, legal services and a host of basic needs services to address each family’s unique circumstances as they work toward housing stability, self-sufficiency and well-being.

SHELTER, Inc.

SHELTER, Inc. strives to realize a vision: Re-building lives, one family at a time, by giving them a home, the skills, and the resources to live the life they deserve. Each year, SHELTER, Inc. helps over 6,000 men, women and children in Contra Costa County; almost half of those helped are children.

Responding to the Moment

Our LG team has come together to raise funds for wildfire victim support and rebuilding efforts, and to meet other urgent and ongoing needs as they occur. Each year, we donate to a variety of causes that are seeking to care for, strengthen and enhance the communities in which we live and work.

Helpful Insights

Investment Perspectives

Global Trade and Other Impacts on the U.S. Dollar

With the continuing outlook for the U.S. economy generally optimistic, focus has turned to changes coming from the next administration, such as potential reductions in taxes and regulations. Concerns have begun to surface about rising national debt and deficit spending, while the U.S. dollar also faces risks from "de-dollarization" due to geopolitical tensions. In this post we cover an outlook for the U.S. dollar and its position among world currencies.

Investment Perspectives

Client Symposium Replay: Investment Panel Discussion

The investment panel discussion video and accompanying materials from our Fall Client Symposium event are now available for viewing. The panelists covered questions about U.S. fiscal and monetary policy, inflation, the election, and an analysis of the global equity markets and fixed income opportunities.

Wealth Planning

Timely Tax Planning Techniques for 2024

With less than a month left in the 2024 tax year, we wanted to highlight timeless tax planning techniques that can help reduce taxes and potentially improve after-tax investment returns. In this post we share some of the strategies that our advisory team considers as we help clients optimize the tax-efficiency of their overall planning in addition to our portfolio management on their behalf throughout the tax year.

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