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.
Forbes Honors Gretchen Hollstein and Chris Wheaton as “Best-in-State Wealth Advisors”
Two of Litman Gregory’s senior advisors and principals, Gretchen Hollstein and Chris Wheaton have been named to Forbes’ Best-in-State Wealth Advisors list for 2020.
Navigating New Tax Planning Opportunities with the SECURE Act of 2019
As the new year unfolds, we find ourselves with numerous wealth planning opportunities based on tax law updates within the recently passed “SECURE Act of 2019”. This is seen as the first major retirement savings law in many years.
Investment Key Takeaways—Year-End 2019
In 2019, almost all major financial asset classes were positive, a shift from 2018 where just about every asset class faltered. And atypically, both stocks and bonds appreciated strongly with the key driver being the Federal Reserve’s policy U-turn toward accommodative monetary policy.