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—Year-End 2020
Very few (if any) market observers would have predicted a strong market outcome in early 2020, with pandemic fears rampant and the global economy falling off a cliff. But global stocks ended the year at all-time highs with a 16% gain. At Litman Gregory, we “stayed the course” during the volatility, and it proved prescient once again. In this post, we summarize key takeaways from our full year-end investment commentary, offering an overview of financial market performance and our outlook for the months ahead.
Commentary from Our CIO—Year-End 2020
In this year-end commentary, CIO Jeremy DeGroot reflects on the recent challenging and turbulent year and lays out our investment outlook for 2021 and beyond. The strong full-year market returns masked the incredible volatility and stress investors faced earlier in the year. While many risks remain, the early stages of vaccine distributions and economic stimulus are providing a light at the end of the tunnel.
Alice Lowenstein Earns CSRIC™, Sustainable, Responsible & Impact Investing Designation
We are pleased to share that Managing Director Alice Lowenstein has obtained the Chartered SRI Counselor designation, the first major financial credential dedicated specifically to sustainable, responsible and impact investing. This designation demonstrates Alice’s knowledge of SRI principles and best practices.