We are pleased to share news that we opened a new Litman Gregory office in the Central Valley, expanding our Northern California office locations beyond those already located in Larkspur, Walnut Creek, San Francisco, and Palo Alto.
The new office serves to deepen our 30-plus-year ties with clients and professional partners in the region, and it also allows us to provide more support to our growing team in Lodi and Stockton. In 2018, we expanded our wealth advisory team with the addition of Lodi-based advisor Danny Miladinovich, and in 2019, we further deepened our team with the integration of Stockton-based Welz Financial Services.
Our new office is located in the A.G. Spanos Building at:
10100 Trinity Parkway, Suite 450
Stockton, CA 95219
“By expanding our geographic footprint, we are setting up our team to better serve our clients,” said Alice Lowenstein, managing director of Litman Gregory’s wealth management services. “We see this new office as a win-win—our Litman Gregory and Welz clients in the Central Valley will continue working with the advisory team they know and trust, and we have increased resources to serve the community.”
We are grateful to our clients and professional partners in the Central Valley for the trust and warm welcome we have always received from them. We look forward to welcoming you to our new office soon.
Investment Key Takeaways—First Quarter 2019
Our portfolios generated strong performance for the first quarter, benefiting from the rebound in financial markets as they reversed much of the market downturns from fourth quarter 2018. The first quarter was a strong period for equities around the world. Bond markets and certain alternative strategies also performed well.
Commentary from Our Chief Investment Officer—First Quarter 2019 Review & Outlook
The market rebound was due more to a shift in Fed monetary policy than any meaningful improvements in the economic fundamentals. Our portfolios have exposure to a wide range of investments that will particularly benefit if global growth continues.