We are committed to providing a deep team of experienced professionals to support our clients’ financial success in the decades and generations to come. Below, we share news of the recent advancements and industry accolades within the Litman Gregory team.
Chris Wheaton Recognized on 2021 Forbes Best-in-State Wealth Advisors List
Senior Advisor Chris Wheaton, CPA, CFP® has been named again by Forbes as one of the 2021 Best-in-State Wealth Advisors. This annual list spotlights top advisors from across the country who have demonstrated high levels of ethical standards and success in the business.
Gretchen Hollstein Recognized on 2021 Forbes Best-in-State Wealth Advisors & Forbes Top Women Wealth Advisors Lists
Senior Advisor Gretchen Hollstein, CFP® has been named again by Forbes as one of the 2021 Best-in-State Wealth Advisors. Gretchen has also once again been named to the Forbes list of 2021 Top Women Wealth Advisors, which features 1,000 advisors from across the country who have demonstrated exemplary client service and achieved success in the wealth management business.
Jared Noland Promoted to Senior Wealth Management Analyst
Since joining the wealth management team in 2015, Jared Noland, CFA, CFP® has worked closely with Litman Gregory’s Advisors to provide customized financial planning projections and portfolio analysis for our clients and prospective clients. Not long after joining the company, Jared earned his CFP® designation, and over the years he has steadily deepened and expanded his understanding of the firm’s research, portfolios and wealth planning services.
Kiko Vallarta Promoted to Senior Research Analyst
As a Senior Research Analyst, Kiko Vallarta, CFA will share responsibilities with the other Senior Analysts for developing and communicating our research positions, monitoring existing PartnerSelect and other third-party fund managers, and leading new manager due diligence efforts. Kiko also has primary responsibility on the research team for data analysis.
Josh Fredricks Promoted to Senior Operations Associate
Since transitioning to an Operations role in 2019, Josh Fredricks has been supporting the Private Funds Group to service our clients’ private alternative investments and assist with various key operational processes including account reconciliation, index updates, client reporting, and trading. In addition to his extensive cross-training, Josh has strengthened Client Service and Private Funds functions overall by regularly making suggestions, streamlining processes, updating procedures, and assisting with colleague training.
Advisor Q&A: Tax Planning and the American Families Plan with Senior Advisor Chris Wheaton
The American Families Plan was recently released by President Joe Biden and includes many of the provisions outlined during his campaign. We asked Litman Gregory Senior Advisor, Chris Wheaton, to answer some questions about key proposed tax law changes, and related tax planning ideas for our clients to consider in 2021 and beyond.
Research Update: Our Views on Inflation
As mentioned in our recent commentary, investors have been concerned about inflation as economic activity picks up. But what we see is an economy reflating as it recovers from a recession, not one on the edge of a hyperinflationary spiral. In preparation, our portfolios are already positioned to offer some inflation protection.
Key Features of the American Rescue Plan Act of 2021
The American Rescue Plan Act of 2021 was signed into law in March to help aid in the United States’ recovery from the impacts of the COVID-19 pandemic. In this post we review how this Act extends some aspects of the CARES Act and other 2020 legislation, and several key provisions that provide planning opportunities in 2021 and beyond.