News & Press

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

  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


State of the Economy | April 2018

Stock Market in Correction… And it’s About Time January started the year with a bang. World economies clearly were in growth mode, interest rates low and earnings marching ever higher. In walks February and March with dark clouds dominating the once rosy


Lido Advisors named as one of the “Top 10 Financial Advisors in Los Angeles” by SmartAsset.com

SmartAsset.com’s review was conducted based on a number of factors, including, total assets under management and lack of any client complaints or adverse regulatory history.  SmartAsset.com noted Lido’s Assets Under Management was $1.7 billion in 2016; we have grown to


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,