Artículos por: Abigail Galusha

Tightening liquidity… are we closer than ever to the end of rate hikes?

01/23/2019 • Newsletters

While the Fed has now been tightening for three years, we are now closer to the end of rate hikes. Moreover, Europe has now stopped bond purchases, leaving Japan as the sole bastion of quantitate easing. Liquidity conditions are now heralding the removal of financial repression and this will put the riskiest assets at risk of a dramatic repricing as safer assets now pay a yield.

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Market Update November 2018- Rising Rate Environment?!

12/10/2018 • Newsletters

We are now seeing lower highs. While we may still see an end to the trade tensions between the U.S. and China, we note that the nature of each bounce since the September peak has been successively weaker, now tracing a downtrend. Given the fading effects of the tax cut are bringing on a slowing in […]

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Fall back October, times are changing. What today’s potential power shift in the House could mean for post-election markets.

11/10/2018 • Newsletters

Published 11.10.2018 We believe that this market volatility is indicative of a turning point in the markets. While various catalysts such as mid-term elections, the yield curve, inflation fear and the pace of Fed tightening have been proffered as the “short-term” reason for the current volatility, we see this as a fundamental repricing of forward expectations […]

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Market Update October 2018- Markets are moving… finally!

10/19/2018 • Newsletters

Published 10.10.2018 The move in the long end of the yield curve is significant by our measure. It signifies future growth and an end to the decade of cheap money or future inflation and a decade of high margins. Within stocks, we remain convinced that the rotation to value is upon us. The stock market had been […]

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Market Update September 2018- Tax Stimulus has done its job, now what?

10/16/2018 • Newsletters

Published 9.09.2018 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 a comeback. As investors look beyond the tax stimulus, valuations will come into focus. We see economic growth struggling […]

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Lido Advisors made its debut this year on the 37th annual Inc. 5000 list

08/19/2018 • ​Awards

LOS ANGELES, Calif. – August 2018 – Los Angeles-based Lido Advisors made its debut this year on the 37th annual Inc. 5000 list, the most prestigious ranking of the nation’s fastest-growing private companies. The list represents a unique look at the most successful companies within the American economy’s most dynamic segment—its independent small businesses. The […]

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

08/16/2018 • ​Awards, Press, Team Post

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 has seen significant growth of approximately […]

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Market Update August 2018- Not even a trade war can stand in the way of continued market strength

08/08/2018 • Newsletters

Published 8.08.2018 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 turning decidedly defensive. Higher energy and tariff-related metals prices are creeping into inflation readings. The markets […]

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Lido Advisors named one of the “Top 50 Fastest Growing Firms” by Financial Advisor Magazine

07/05/2018 • ​Awards, Press

Published 7.5.18 Financial Advisor Magazine’s “Top 50 Fastest-Growing Firms with More than $250 Million in AUM”: Financial Advisor Magazine selects its “Top 50 Fastest-Growing Firms with More than $250 Million in AUM” recipients using a proprietary selection method which considers: adviser AUM (assets under management), AUM growth rate, assets per client, percent of growth in assets […]

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

07/02/2018 • ​Awards, Press, Team Post
FT-Top-300-RIA

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 six Los Angeles-based firms on the list. “To […]

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Gregory Kushner accepted into Forbes Finance Council

05/14/2018 • ​Awards, Press, Team Post

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 peers and get access to a […]

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Market Update May 2018 – Inflation fear is back

05/10/2018 • Newsletters

Published 5.10.2018 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 is still yet to […]

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Alyssa Weinberger featured in LA Business Journal

05/11/2018 • Press, Team Post
Alyssa Weinberger

STYLE | Accounting for Taste By Diane Haithman | Los Angeles Business Journal Alyssa Weinberger Photo by Thomas Wasper   Published Friday, May 11, 2018   No need to tell Alyssa Weinberger, senior managing director at Lido Advisors in Century City, about the value of a dollar. She’s a third generation CPA, in the same field […]

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What’s love got to do with it? Authored by Ken Stern

08/02/2018 • Team Post

My good friend Bob called me the other day to tell me about his legacy plans. I could tell from his tone that he was clearly communicating to me that this was his decision and that he was not in the mood to be challenged. I could tell, however, that he was acting emotionally not rationally and […]

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Vision Magazine interviews Greg Kushner, founder of Lido Advisors, LLC

05/02/2018 • Press, Team Post
Greg-Kushner-Vision

Greg Kushner – Lido Advisors LLC Holistically helping the ‘haves’ become ‘have-mores’ Written by: Neil Cote Produced by: Nick Randall   The rich get richer, it’s said. After all, it takes money to make money. While that’s no given, there’s still an element of truth to those statements, Greg Kushner would acknowledge. Only that’s no casus belli for class […]

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

05/16/2018 • Press, Team Post
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 push up borrowing costs and Treasury […]

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3 Senior Executives Win Five Star Wealth Manager Award

11/14/2017 • ​Awards

Published 11.14.2017 Lido Advisors, LLC is proud to announce that Senior Managing Director & Chairman Greg Kushner, Senior Managing Director Jason Ozur and Senior Managing Director Jeffrey Westheimer have been named Five Star Wealth Manager Award recipients. This is Mr. Kushner’s seventh consecutive year, Mr. Westheimer’s fifth consecutive year being honored among this elite group. […]

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The Nifty Fifty: Growth Stocks and the Health of your Wealth

12/21/2017 • Newsletters

Published 12.21.2017 The early 1970’s was a fun and profitable period in American financial history.  Diana Ross and the Jackson 5 were playing on the radio, a house cost around $25,000, and the Nifty Fifty dominated investment talk even with inflation running at about 5%. The Nifty Fifty were the “no brainer” growth stocks of […]

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Market Update November 2017 – Congress makes further progress on tax reform

11/08/2017 • Newsletters

Published 11.8.2017 Congress makes further progress on tax reform. By passing the budget through the reconciliation process, the House of Representatives can simply adopt the Senate budget version, which currently calls for $1.5 trillion in tax cuts. Despite this move, we remain skeptical that budget neutrality will be reached, which is a requirement for tax reform […]

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Market Update October 2017 – Canary in a coal mine

10/24/2017 • Newsletters, Team Post

Published 10.24.2017 Canary in a Coal Mine The White House recently released an outline to reform personal and corporate income taxes [1].  The overarching goal of the plan is to reduce the number of tax brackets, increase the standard deduction, and mitigate the need for taxpayers to itemize deductions.  Deduction for retirement account contributions, mortgage interest, […]

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