The Lido Perspective

See the latest advice, updates, and insights from our team of wealth advisors.

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Investments

Market Updates

Road to Recovery

January 2021

Planning

Insights

2020 is Hindsight

January 2021

By Ken Stern, CFP®, President

Ken Stern, CFP<sup>®</sup>-President
Planning

News

Lido Advisors Positions for Expansive Growth in 2021 Naming Roberto Paredes EVP, Head Of Distribution

January 2021

Investments

Market Updates

Darkest Before the Dawn

December 2020

Investments

Market Updates

The Next Chapter

November 2020

Investments

Market Updates

Election Edition

October 2020

Investments

Insights

Avoiding Fraud: Essential Questions to Ask Before You Invest

July 2020

By Greg Kushner, CPA*, Chairman

Greg Kushner, CPA<sup>*</sup>-Chairman
Planning

News

Forbes: Know The Differences Between Brokers And Advisers: Suitability Vs. Fiduciary Standards - Gregory Kushner

June 2020

By Greg Kushner, CPA*, Chairman

Greg Kushner, CPA<sup>*</sup>-Chairman
Planning

News

IRA vs. 401(k): 9 Ways these Popular Retirement Plans Differ

February 2020

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