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

Jan 06, 2017 Year-End 2016 Investment Commentary

In our year-end investment commentary, we look back at 2016 as well as ahead to 2017. Several trend reversals occurred in 2016 that leave us hopeful the portfolios we manage will outperform in the coming years. Finally, we speak to client concerns regarding our overweight to foreign stocks and how a potential “regime shift” in financial markets and the global economy would impact our positions.

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Dec 31, 2016 Qualities that Define Litman Gregory

Co-founder Ken Gregory shares his thoughts on Litman Gregory’s key strengths and what makes us unique.

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Oct 24, 2016 Research Alliance Client Conversations: A High-Tech Tomorrow Today

Hartford Funds: The power of the smartphone will change the way you'll live the next stage of life.

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Sep 28, 2015 William Blair Bond Due Diligence Report

We are adding William Blair Bond to our Recommended List in the Intermediate-Term Bond category, reflecting our confidence that the fund will outperform the Barclays Capital U.S. Aggregate Bond Index over a credit cycle.

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