On October 4th, Litman Gregory Wealth Management hosted an investment symposium presentation featuring iMGP Chief Investment Officer U.S. Jack Chee and iMGP Global Chief Investment Officer Philippe Uzan in discussion about the current state of the global economy and financial markets, and where they see investment opportunities. Senior Advisor Craig Keller moderated the discussion, and together they covered questions about U.S. fiscal and monetary policy, inflation, and analysis of the global equity markets and fixed income opportunities.
The presentation materials can be viewed here.
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.