This time of year presents an opportunity to check in on your financial goals and revisit the strategies that best position you for year-end and the coming year. In this webinar, Litman Gregory Senior Advisors Chris Wheaton, Monica Muñoz, and John Baxman cover a variety of important financial planning topics to guide your planning, including:
- Tax planning
- Estate & charitable gift planning
- Long-term care planning
The webinar slides can be viewed here.
This newsletter is limited to the dissemination of general information pertaining to Litman Gregory Asset Management, LLC (“LGAM”), including information about LGAM’s investment advisory services, investment philosophy, and general economic market conditions. This communication contains general information that is not suitable for everyone. The information contained herein should not be construed as personalized investment advice, and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. Nothing herein should be construed as legal or tax advice, and you should consult with a qualified attorney or tax professional before taking any action. Information presented herein is subject to change without notice. Past performance is no guarantee of future results, and there is no guarantee that the views and opinions expressed in this newsletter will come to pass. Individual client needs, asset allocations, and investment strategies differ based on a variety of factors. Any reference to a market index is included for illustrative purposes only, as it is not possible to directly invest in an index. Indices are unmanaged, hypothetical vehicles that serve as market indicators and do not account for the deduction of management feeds or transaction costs generally associated with investable products, which otherwise have the effect of reducing the performance of an actual investment portfolio.
LGAM is an SEC registered investment adviser with its principal place of business in the state of California. LGAM and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by those states in which LGAM maintains clients. LGAM may only transact business in those states in which it is noticed filed, or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by LGAM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of LGAM, please contact LGAM or refer to the investment adviser public disclosure web site (www.adviserinfo.sec.gov). For additional information about LGAM, including fees and services, send for our disclosure brochure as set forth on Form ADV using the contact information herein.