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FEATURED RESEARCH

Litman Gregory Quarterly Market Review Now Available

The latest Quarterly Market Review is now available. This report provides an at-a-glance review of the last quarter.

First Quarter 2018 Research Call Replay

A replay of our first quarter 2018 Litman Gregory research team webcast, held April 19, 2018. Topics covered (among others): active versus passive, tariffs and trade wars, portfolio positioning, and putting new client money to work.

Research Alliance

The Amazon Effect, or How 2-1=3—Artisan Partners

Amazon is, in effect, a global disruption machine, gobbling up industries entirely or nibbling at them around the edges. That means every investor worth her or his salt has to pay attention to this company.

Research Alliance

The Search for Yield in Undervalued Places—OppenheimerFunds

Income-generating investments have become expensive, but there is a value-conscious way to pursue yield.

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Tools and templates to deliver our investment guidance with confidence.

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