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
Charitable Gifting Strategies for Giving Tuesday
Giving Tuesday shines a light on philanthropic efforts and serves as a reminder to give to the causes and organizations that mean the most to you. We aim to help our clients define their charitable goals and build a plan that maximizes the impact of their giving, while optimizing their tax situation. In this post, we highlight strategies to help guide your giving this holiday season and throughout the coming year.
Insight Newsletter—Fall 2023
Our Insight Newsletter is now available. Included in this edition: Investment Commentary Reaction to the Conflict in Israel and the Middle East Cybersecurity
It’s Beginning To Look A Lot Like Yearend Tax Planning Season
With just a few months left in the 2023 tax year, we wanted to highlight some timeless tax planning techniques. In this post we share some of the strategies that Litman Gregory Wealth Management considers as we help our clients optimize the tax-efficiency of their overall planning as well as our portfolio management on their behalf throughout the tax year.