Litman Gregory senior wealth advisor Gretchen Hollstein leads this client webinar featuring CIO Jeremy DeGroot to offer an update on current market trends and opportunities for investors in 2018. Discussion topics include: the recent stock market decline, U.S. and foreign stock valuations, and how we’re structuring client portfolios to weather market uncertainties.
Senior wealth advisor Chris Wheaton also joins the call to give an outlook on tax planning following the recent tax reform, and managing director Alice Lowenstein highlights Litman Gregory’s 30-year milestone and what’s ahead for the firm and its clients.
Watch the replay.
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.
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.