Blog Archives

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 time researching where the market might be going vs. where

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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 economy trigger a need for change. At Lido, we are

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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 of December 31, 2014


Jeffrey Westheimer Interview in Clique Magazine

Click here to read the interview in Clique Magazine.