News & Press

Q3 September 2015 Newsletter

Market Review: Return to Volatility September marked the end of the most volatile quarter since 2011, with global equity markets seesawing over global growth woes and central bank decisions.  This may have been the reason why the Fed decided to


August 2015 Newsletter

Market Review: A Butterfly Flapped its Wings in China August was hectic, with most of the world’s stock markets going into correction territory due to the weakness in China and other Emerging Markets.  On the bright side, it appears the


Jason Ozur Joins Fidelity’s Inside Track – M&A Panel

Aligning M&A with Your Firm’s Business Strategy Tuesday, August 18, 2015  | 3:15-4:15pm | The Ritz Carlton | Dana Point, CA How can mergers and acquisitions help you achieve your goals? Join industry M&A experts and Fidelity’s Practice Management Consultants as


New White Paper Available: On Diversification

A Financial Perspective “On Diversification” Written By: Jeff Garden, CFA | Senior Research Analyst & Portfolio Manager Jeff Garden lends his professional insight on diversifying one’s portfolio. Diversification is one of the pillars to investing and Mr. Garden is on


Q2 June 2015 Newsletter

Market Review: Uncertainty The second quarter of 2015 was an interesting one, to say the least.  Year-to-date through the end of the quarter the S&P was basically flat and the DJIA slightly in negative territory. We at Lido, spend our


Q1 March 2015 Newsletter

Going Forward: The Beginning of the End What a difference a quarter makes. The market is like a puzzle where the pieces are ever‐changing—once you have a complete investment portfolio together… it is almost certain that the market and world


Q4 December 2014 Newsletter

Market Review: Cracks in the Foundation After seeing a sixth straight year of positive returns in the stock market, surprisingly, a standing ovation is nowhere to be seen, just a sigh of relief. Learn more about the market performance as


September 2014 Newsletter

Market Review: Waking Up Exiting events happened in month September 2014 as the S&P traded around the 2000 mark in the context of global economic events and policy changes.  The Fed reinforced its commitment to keeping rates low due to


Greg Kushner was awarded the Five Star Wealth Manager Award 2012, 2013, and 2014

For important disclosures regarding these awards, please click here!   Read more about CEO Greg Kushner’s notable recipient of this honor three years in a row!   


Jeffrey Westheimer Interview in Clique Magazine

Click here to read the interview in Clique Magazine.