Client Update

For Clients Only: Exclusive client update about the equity markets, asset allocation, investing in the stock market and how to protect your 401k retirement plan from market volatility.

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Equity Markets - Economic Review Second Quarter 2010

The Market - Economic Review First Quarter 2010

Economic Report Fourth Quarter 2009

Year End Message for 2009

Understanding the Current Secular Market – Crestmont Research QTR 3 2009 and why a diversity of approaches to asset allocation, portfolio strategists and asset classes may help you balance risks and rewards and capture returns with reduced volatility.

Waiver of a Required Minimum Distribution (RMD) in 2009

Economic Review Third Quarter 2009 – Market Rally

Economic Review Second Quarter 2009 - Bear Market Rally

Protecting Your 401k and Other Retirement Plans from Market Downturns


White Paper

This Too Shall Pass, Major Financial Shocks and Market Recoveries, 1970 – 2008 - an important perspective on the recent market and a historical look at how long markets typically took to recover from similar turmoil.

This paper reminds us that similar market shocks have occurred before, ignited by political, financial and economic events, but that the market has shown a great capacity to recover and expand.

Please contact us to receive a copy of This Too Shall Pass.


Long Term Care Insurance: How to Protect Your Assets from Long Term Health Care


"Litman/Gregory Market Update for Clients - March 4, 2009"

Please contact us to receive a copy of this Market Update for Clients written by Litman/Gregory’s Investment Team, March 4, 2009.

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