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In-depth investment research and commentary from Litman Gregory and our Research Alliance

Jan 23, 2018 REITs: A Tough Call in the Face of Rising Rates

We believe REIT fundamentals remain generally healthy, but in today’s rising rate environment, our confidence in how REITs will perform is low. We require an even larger margin of safety when considering a tactical allocation.

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Jan 18, 2018 Fourth Quarter 2017 Research Call Replay

This is a replay of our fourth quarter 2017 Litman Gregory research team webcast, held January 18, 2017. Topics covered (among others): inflation and the U.S. economy, asset class updates, the impact of tax reform, and tax planning.

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Jan 05, 2018 Year-End 2017 Investment Commentary

The year 2017 was a very good one for most financial markets and particularly global stocks. While the macro outlook remains positive, unprecedented central bank policy shifts could trigger increased volatility, a stock market correction, or even a recession sometime in this business cycle. During this uncertain time, it is all the more important to stay disciplined and patient.

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Dec 19, 2017 The Bitcoin Craze is Speculation, Not Investing

We’ve been getting some questions from clients and advisors about bitcoin. Our general view is that betting on bitcoin and other cryptocurrencies is speculation, not investing.

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Oct 19, 2017 Third Quarter 2017 Research Call Replay

This is a replay of our third quarter 2017 Litman Gregory research team webcast, held October 19, 2017. Topics covered (among others): the global economy, stock valuations, alternative strategies, and our latest manager due diligence.

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Oct 04, 2017 Third Quarter 2017 Investment Commentary

In this quarter's commentary, we highlight a few of the positive global economic indicators in support of a synchronized growth recovery. But, as always, stock market corrections can happen any time despite the global economy’s current health, and investors should prepare themselves for market dips and drops along the way.

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Jul 06, 2017 Litman Gregory Second Quarter 2017 Investment Commentary

In this quarter’s commentary, we discuss the relative calmness of financial markets despite significant geopolitical uncertainty, the strong performance of both risky assets (stocks) and defensive assets (bonds), and recent market trends favoring our foreign stock investments.

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Jul 20, 2017 Second Quarter 2017 Research Call Replay

This is a replay of our second quarter 2017 Litman Gregory research team webcast, held July 20, 2017. Topics covered (among others): U.S. stock valuations, portfolio allocations, managed futures, and socially conscious investing.

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Apr 06, 2017 First Quarter 2017 Investment Commentary

A quick survey of the economic landscape suggests the environment should remain supportive of stocks and other risk assets, at least over the next six to 12 months or so. But we continue to believe high current valuations will be a major headwind to U.S. stock market returns looking out longer term. Our portfolios are prepared for higher volatility, and we remain confident in our positioning and in our investment process. Our focus is on prudently managing our diversified portfolios to achieve long-term, risk-adjusted returns.

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Jan 19, 2017 Fourth Quarter 2016 Research Call Replay

This is a replay of Litman Gregory's fourth quarter 2016 research team webcast, held January 19, 2017. Topics covered (among others): recent portfolio underperformance, a Trump presidency, foreign stocks, and alternative strategies.

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