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.
Replay: Market Update Webinar
In this replay of our Market Update Webinar, Chief Investment Officer Jeremy DeGroot answers questions we’ve been receiving from clients on the economy and financial markets. He also provides an overview of how Litman Gregory is navigating the potential impact of the upcoming election and the turbulence surrounding the pandemic.
Tax Planning Opportunities in 2020
As part of our tax sensitivity in managing investment portfolios, we regularly look for opportunities to maximize after-tax portfolio returns. We also help clients identify where it makes sense to take advantage of the changes enacted by the SECURE and CARES Acts. Here we share some tips on how to utilize a variety of techniques in our client portfolios.
How We Think About Elections & Investment Decisions
Each time a U.S. presidential election approaches, we revisit with clients our views about the impact on our investment outlook and portfolio positioning. Here is a quick review of how we think about elections in general within the context of our overall investment approach.