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

Helpful Insights

Insight

A Decade Past, the Decade to Come

The last decade has seen U.S. stocks significantly outperform non-U.S. stocks, large caps outperform small caps, and growth strongly outperform value. And while the dominance of these trends has been unrelenting, we have already begun to see the last decade’s major market trends starting to reverse. In this post, we look back on the last 10 years and consider what to expect as investors over the next 10.

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Litman Gregory Joins iM Global Partner

We would like to share some important and exciting news about our company’s future. After much due diligence and careful thought, the firm’s principals and founders have decided to take a significant step toward growing our resources and ensuring our ability to excel for generations to come by joining iM Global Partner, a privately held global investment services firm.

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Chris Wheaton & Gretchen Hollstein Named as 2021 Forbes Best-in-State Wealth Advisors

We are thrilled to share that Litman Gregory Senior Advisors Chris Wheaton and Gretchen Hollstein have been named to the Forbes Best-in-State Wealth Advisors List for 2021.