The Lido Perspective

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

Featured

Investments

Market Updates

Monday Market Minute | 12.15.2025

December 2025

By Candice Richardson, CFA, Investments & Analytics

Sergio Dueñas, CFA, Investments & Analytics

Investments

Market Updates

Monday Market Minute | 12.8.2025

December 2025

By Candice Richardson, CFA, Investments & Analytics

Sergio Dueñas, CFA, Investments & Analytics

Candice Richardson, CFA-Investments & Analytics
Planning

Insights

Why Opening and Funding a Donor-Advised Fund Before 12/31/25 Matters

November 2025

Investments

Market Updates

Monday Market Minute | 11.24.2025

November 2025

By Candice Richardson, CFA, Investments & Analytics

Sergio Dueñas, CFA, Investments & Analytics

Candice Richardson, CFA-Investments & Analytics
Investments

Market Updates

Monday Market Minute | 11.17.2025

November 2025

By Candice Richardson, CFA, Investments & Analytics

Sergio Dueñas, CFA, Investments & Analytics

Candice Richardson, CFA-Investments & Analytics
Investments

News

Lido Advisors to Partner with Fountainhead Advisors

November 2025

Investments

Market Updates

Monday Market Minute | 11.10.2025

November 2025

By Candice Richardson, CFA, Investments & Analytics

Sergio Dueñas, CFA, Investments & Analytics

Candice Richardson, CFA-Investments & Analytics
Investments

Market Updates

Monday Market Minute | 11.03.2025

November 2025

By Candice Richardson, CFA, Investments & Analytics

Sergio Dueñas, CFA, Investments & Analytics

Candice Richardson, CFA-Investments & Analytics
Investments

Market Updates

Monday Market Minute | 10.27.2025

October 2025

By Candice Richardson, CFA, Investments & Analytics

Sergio Dueñas, CFA, Investments & Analytics

Candice Richardson, CFA-Investments & Analytics
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Brennan Fontana

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