Investment management is central to how we help you achieve financial independence and peace of mind. Together, we will create an overarching strategy and build an appropriate asset allocation based on your risk tolerance and long-term objectives. First, we need to understand what you need from your portfolio to support your financial goals and how comfortable you are with investment risk. Then we’ll dig into loss and volatility thresholds, investment preferences, opportunities for private investments, preferences for values-based investing, and more.
Once we have an appropriate investment plan for you, we create an Investment Policy Statement, with an outline of expectations and guidelines for managing the portfolio, that lays a foundation for success.
Advisor Showcase: Guiding Clients Through Post-Recession Uncertainty
The North Bay Business Journal asked our local Litman Gregory advisors to respond to their Wealth Manager Survey by providing opinions on the financial markets, investment opportunities, risks and inflation, as well as lessons learned through the pandemic-induced recession. This post provides a collection of our team's responses.
Finances & Aging: Tips for Planning Ahead
In this interview with Senior Advisor Gretchen Hollstein, we uncover several tips for families as they navigate the issues of financial management that often come with aging. Gretchen explains why this is so important, and how she and the advisors at Litman Gregory work with clients to follow the steps involved in planning ahead.
Research Update: China’s Regulatory Actions in Private Education
Recent regulatory activity has taken place in China that left many investors surprised. In this post, our research team provides a summary of the regulatory actions, our current thinking on China’s longer-term goals, and the potential impact on the assessment of emerging-market stocks.