Three Strategies for Tax Planning with Chris Wheaton

February 13, 2018

We’ve asked our veteran senior wealth advisor and resident CPA Chris Wheaton to weigh in on the new tax laws and review it from a personal financial planning perspective. In this conversation, he discusses three strategies for our clients to consider.

Watch the video.

Webinar Replay: Litman Gregory’s 2018 Market Outlook

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Gretchen Hollstein Featured in Barron’s “How to Invest for a Post-COVID World”

Senior Advisor Gretchen Hollstein, CFP® was highlighted in a recent Barron’s article, which featured a select group of investment professionals responding to how they are modifying clients’ portfolios given the current environment.

4 days ago

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A Sustainable Investing Lexicon

From its origin in socially responsible and values-based strategies, sustainable investing today offers a broad universe of options that help pair investment goals with positive outcomes for society and the planet. With more tools than ever to support our clients in building sustainability into their investments, we want to share our thinking on this evolving space. A good place to start is simply defining terms.

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Advisor Showcase: Guiding Clients Through Pandemic-Driven Uncertainty

Litman Gregory’s senior advisors were featured in North Bay Business Journal’s report on wealth managers. The survey posed questions about the impact of COVID-19 on client relationships, common mistakes investors make in times of great uncertainty, and more. In this post, we share a selection of responses from members of our advisory team.