Blog Archives

Market Update | November 2018

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

Read More…


Market Update | October 2018

Markets are moving… finally! 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

Read More…


“Four Of The Most Important Questions To Ask Before Choosing A Financial Advisor” by Gregory Kushner

Published September 24, 2018 It is critical for any investor to fully understand the difference between a broker and an investment advisor; investors need to understand whether the advice is objective or, perhaps, driven by financial incentive. To better understand this concept, we can analogize the comparison of the “grocer

Read More…


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

Read More…


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

Read More…


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

Read More…


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

Read More…


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

Read More…


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

Read More…


Alyssa Weinberger featured in LA Business Journal | Accounting for Taste