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.
The Litman Gregory Masters Funds are now PartnerSelect Funds
Effective July 31, Litman Gregory Masters Funds will be operating under a new name: PartnerSelect Funds. While the existing funds will be renamed to reflect the updated family name, each funds’ sub-advisor lineup, ticker symbol, and CUSIP will not change.
Insight Newsletter—Second Quarter 2020
In an effort to deliver our quarterly communications more promptly and reduce our use of paper, we are excited to announce that an electronic version of our Insight Newsletter will be shared on our website going forward.
A Message from Litman Gregory’s CEO
In June, CEO Steve Savage sent a letter to the firm to underscore Litman Gregory’s stance against racism and for inclusion. We feel it is important to share excerpts of his internal communication so that our clients and friends know where we stand on these meaningful issues.