Litman Gregory Wealth Management

President Trump shocked global investors on April 2 by announcing a comprehensive set of much higher than expected tariffs. In response to Trump’s announcement, global equity markets suffered sharp declines. In this post we review the announcements, reactions, and our expectations going forward. https://lnkd.in/gZh9jfvC

At Litman Gregory Wealth Management, we understand that navigating market volatility and economic uncertainty can be overwhelming. We take seriously our responsibility to help provide clarity and a steady hand to guide our clients through these times. In this post, we outline key actions that we help clients take to safeguard their financial futures—helping them stay on track, make informed decisions, and find peace of mind during challenging market conditions. https://lnkd.in/gBJay8_J

Heading into this year we expressed cautiousness and the potential of market volatility, given elevated stock valuations, the possibility of slowing economic growth, and uncertainty from proposed policy changes – and indeed this is what we’ve seen play out this month. In this post we review recent market developments and what they mean for the portfolios we manage. https://lnkd.in/gmJvmEUd

On International Women’s Day, we proudly shine a light on the many women at Litman Gregory Wealth Management who collectively represent 64% of our firm. Their expertise and leadership bring invaluable insights and guidance to our internal teams as well as our wealth management clients. As women in the U.S. are poised to control an increasingly significant share of financial assets in the coming years, we know the wealth management industry must evolve to meet their needs. This just reaffirms our commitment to shaping a more client-focused approach to wealth management. Read more in this post about how we are driving a change in wealth management. https://lnkd.in/gtTZnmH5 #internationalwomensday #womeninwealthmanagement

With tax reporting deadlines looming, we are already working with our clients to support their effort to gather and report pertinent tax information about their investments. Since we do this work every year, we wanted to share some key reminders and tips to keep in mind that we believe will help prepare for a smooth tax filing process. https://lnkd.in/gcAn8eDS #taxseason #taxfiling #taxtips

Artificial intelligence is reshaping industries, sparking innovation, and fueling unprecedented investment—but is it a sustainable growth driver or the next market story that’s just hype? In this piece we explore the evolving AI landscape, from companies building their capabilities to industries poised for transformation. We assess the economic implications, investor enthusiasm, and the key factors that distinguish long-term opportunity from speculative hype. https://lnkd.in/gKNMkZXU

As we start the new year, we are looking for ways to help clients create a stronger financial foundation. In this post, we explore key financial resolutions that help pave the path to long-term success for both those just starting out on their financial journey and those looking to pass on smart money habits to their next generation. What we have learned is that small, consistent steps can lead to big financial transformations. https://lnkd.in/gV-s87E6

News headlines are focused on the impending tariffs on imports from Canada, Mexico, and China, and there may be more announcements coming related to imports from Europe. In this post we review what is planned so far, the potential impact of tariffs on the markets and interest rates, and our views on asset allocation for client portfolios. https://lnkd.in/gx8cYKsQ

With the continuing outlook for the U.S. economy generally optimistic, focus has turned to changes coming from the next administration, such as potential reductions in taxes and regulations. Concerns have begun to surface about rising national debt and deficit spending, while the U.S. dollar also faces risks from "de-dollarization" due to geopolitical tensions. In this post we cover an outlook for the U.S. dollar and its position among world currencies. https://lnkd.in/gzFYuaFQ

With less than a month left in the 2024 tax year, we wanted to highlight some tax planning techniques  and strategies that our advisory team considers as we help our clients optimize their overall tax planning as well as the tax-efficiency of our portfolio management on their behalf.  https://lnkd.in/gYgD_N6z