News & Press

Monthly Market Update: January 2018

Published 1.8.2018 Introduction 2018 will be a year that separates the wheat from the chaff: While the tax re-write is seen as a boon to corporations, it may well serve as a litmus test for corporate earnings quality versus indebtedness.


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

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


Monthly Market Update: December 2017

Published 12.12.2017 Introduction Tax policy will either pass, or it won’t; though the reconciliation process will be critical to the ultimate tax reform outcome: Our outlook is that both the upside and downside are limited in either scenario as valuations


3 Lido Advisors Win Five Star Wealth Manager

Published 11.14.2017 Lido Advisors, LLC is proud to annouce 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.


Monthly Market Update: November 2017

Published 11.8.2017 Introduction 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


Mid Month Market Update: October 2017

Published 10.24.2017 Canary in a Coal Mine Brendan Van Cleve Director, Lido Advisors, LLC; Director, Wealth Management, Ken Stern & Associates The White House recently released an outline to reform personal and corporate income taxes [1].  The overarching goal of


Monthly Market Update: October 2017

Published 10.6.2017 Introduction US Stocks continue to post gains, but a subtle shift from growth back to value could be a canary in a coal mine: Multiples remain stubbornly high with expectations that the recovery will be long and strong,


Whitepaper: Cryptocurrency Craze!

“Cryptocurrency Craze!” Written By: Jeff Garden, CFA® | Senior Research Analyst & Portfolio Manager With the rise of cryptocurrencies comes a lot questions.  Jeff Garden breaks down what exactly cryptocurrencies are, considerations for this new form of digital money, who the


Mid Month Market Update: September 2017

Published 9.13.2017 The Equifax Data Breach: Options you Should Consider Now to Protect Yourself News reports indicate that credit monitoring company Equifax was hacked recently. Reports vary as to how many people were affected and how much data was stolen.


Monthly Market Update: September 2017

Published 9.7.2017 Introduction Equity markets have diverged into those that have peaked and those that can keep on going: The US and UK are showing signs of peaking while Europe, Japan and EM equity show signs of continuing at a