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.
Commentary from Our CIO—Second Quarter 2021
Global stock markets continued to surge in the second quarter. In our assessment of the macroeconomic backdrop and outlook, we continue to expect a strong global economic recovery over at least the next 12 months. In this quarterly commentary, our Chief Investment Officer, Jeremy DeGroot, reviews the current reasoning for our portfolio positioning, outlook on inflation, and forward-looking scenario analysis on the broader economy and markets.
Research Update: Increased Return Expectations for U.S. Stocks
As the economy and financial markets continue their recovery from the pandemic’s impact, our recent analysis resulted in improved expected returns for U.S. stocks. In this post we summarize our analysis and why we think an increased allocation to U.S. equities could benefit the risk-adjusted return profile of our portfolios.
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.