The Litman Gregory Wealth Management Office in Larkspur is making a move! We’ve grown out of the small suite secured during the Fall of 2020 and moved into a larger suite in the building next door. Our business has remained fully operational during the move, and we continue to serve clients from our other offices.
Effective May 30th, we will relocate into a beautifully renovated suite designed with more space for hosting visitors and collaboration among team members. We look forward to hosting our clients and friends of the firm in this new office – just one building away.
Our new office is located in The Exchange at:
Please update your records and feel free to contact us with any questions. We look forward to welcoming you to our new location!
Research Team Changes
We are pleased to announce that 23-year veteran Jack Chee has taken on the U.S. CIO – Asset Management role.
Insight Newsletter—Summer 2023
Our Insight Newsletter is now available. Included in this edition: Investment Commentary Gauging the Odds of a Recession Wealth Management Team Updates View
Gauging the Odds of a Recession and What it Would Mean for Investors
While the U.S. economy has recently been more resilient than many expected, the question remains whether the Fed’s aggressive series of rate rises will lead to a recession in coming quarters. In this post we consider the relevant economic data to address this question and the potential impact on financial markets.