Reaction to Conflict in Israel and the Middle East

October 13, 2023

We are devastated by the extraordinary violence and atrocities unfolding in Israel and the Middle East, and we know these events are directly impacting members of our employee and client communities who have personal connections. We hope that your family and friends are safe, and yet we also recognize there are many people who are affected and who do not currently feel safe.

Our work as investment advisors regularly requires us to manage through uncertainties, but this kind of conflict goes beyond those efforts and motivates us to be a source of support to one another and to our clients. In that regard, please let us know if there is anything we can do, even in a small way, to help support your peace of mind during these turbulent times.

– Litman Gregory Wealth Management

Cybersecurity Awareness Month - Protecting Against Imposter Scams

Helpful Insights

News & Updates

Cybersecurity Reminder

In recent months, we have heard about and witnessed a disturbing spike in cybercrime attempts. Because of this unfortunate increase, we are taking this opportunity to remind you to remain vigilant and cautious when receiving phone calls, text messages, and emails that appear to ask for a response.

Investment Perspectives

Insights on Market Impact of Presidential Elections

With the U.S. set to choose its next President in less than two weeks, we want to share our views on portfolio positioning as we look ahead to the election.

Investment Perspectives

Third Quarter 2024 Investment Commentary

Volatility unfolded in the third quarter as investors parsed through economic data attempting to gauge whether the economy will slow and how much the Federal Reserve would need to lower interest rates to prevent a recession. Toward the end of September, the Fed opted for a shift in policy and reduced the Fed Funds rate by a half percentage point.