Blog Archives

Market Update | September 2018

Providing critical analysis on recent market trends from your investment team at Lido Advisors. Tax Stimulus has done its job, now what? We see year-over-year earnings comparisons becoming an issue in 2019 as compared to such strong 2018 earnings numbers for US earnings as European equities could start to make

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Lido Advisors Honored as “The Most Influential Wealth Managers in Los Angeles”

  Three senior executives included in Los Angeles Business Journal’s annual list. LOS ANGELES – August 16, 2018 – Lido Advisors today announced that three members of its leadership team were included in the Los Angeles Business Journal’s list of “The Most Influential Wealth Managers in Los Angeles.” Lido Advisors

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Market Update | August 2018

Providing critical analysis on recent market trends from your investment team at Lido Advisors. As economic momentum pushes ahead at a strong clip, it seems that not even a trade war can stand in the way of continued market strength. However, the momentum is now waning, and the underlying current is

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Lido Advisors Ranked Among Fifth Annual FT 300 Top Registered Investment Advisers List

  LOS ANGELES –July 2, 2018 — Lido Advisors, LLC today announced that the firm was ranked among the Financial Times’ 300 Top Registered Investment Advisers (FT 300) list. The ranking, now in its fifth year, includes advisers from 38 states and Washington, D.C.  Lido Advisors is one of just

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Market Update | June 2018

  Tax cuts are having an impact to U.S. earnings: As Europe and Japan have peaked in terms of GDP growth, the U.S. is now attracting capital at the margins as investors rebalance. Italy, North Korea and the Middle East could create support for U.S. Treasuries: We see ample support

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Jeff Garden quoted on the impact of Higher Interest Rates in the The Wall Street Journal

  U.S. Stocks Rise, Led by Retailers Macy’s shares surge; Treasury yields remain near recent highs By Amrith Ramkumar and David Hodari Wednesday, May 16th 2018 “More investors now are anticipating three additional Federal Reserve interest-rate increases this year compared with the central bank’s previous projection of two. Higher rates tend to

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Alyssa Weinberger featured in LA Business Journal | Accounting for Taste


Gregory Kushner accepted into Forbes Finance Council

Gregory Kushner, CEO of Lido Advisors, LLC has been accepted into the Forbes Finance Council, an invitation-only community for executives in accounting, financial planning, wealth and asset management and investment firms. Greg joins other Forbes Finance Council members, who are hand-selected, to become part of a curated network of successful

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Market Update | May 2018

The trickle-down theory is boosting inflation. Core PCE inflation of 1.9% in March is just shy of the Fed’s 2% target and signals a clear normalization of interest rate policy. Tax cuts and US fiscal risks. The hope that tax cuts will create a “growth offset” to counterbalance the falling tax receipts

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Lido Advisors Unveils Proprietary Recession Meter – An Early Warning System for Investors

  Current economy reaches red flag level, according to Recession Meter Source: BusinessWire (Graphic: Business Wire) May 03, 2018 09:05 AM Eastern Daylight Time LOS ANGELES–(BUSINESS WIRE)–Lido Advisors today debuted its Recession Meter, which measures key market indicators to provide insight about today’s economy. This month, the Recession Meter entered

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