The Lido Perspective

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

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Planning

Insights

What to Know About a 529 Account

June 2022

By Jon Teran, CFP®, Senior Wealth Manager, Market Lead

Investments

Insights

The Case For Dividends

May 2022

By Anish Ramachandran, Investments & Analytics

Anish Ramachandran-Investments & Analytics
Estate & Trust

Insights

What Is A Charitable Trust & How Does It Work?

April 2022

By Jenna Glassock, Esq., Laurel Trust Law

Jenna Glassock, Esq.-Laurel Trust Law
Tax

Insights

2022 Business Tax Planning

April 2022

By William Coughlan, LTax Consulting

William Coughlan-LTax Consulting
Investments

Insights

The Evolution of ESG Disclosure Frameworks

March 2022

By Gina Sanchez, Chantico Global

Gina Sanchez-Chantico Global
Planning

Insights

What Is A Wealth Management Planning Consultant?

February 2022

By Michael Karsa, President, Midwest & Arizona

Michael Karsa-President, Midwest & Arizona
Planning

Insights

How Do I Set Up A Family Office?

January 2022

By Greg Kushner, CPA*, Chairman

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

Insights

The Recent Rise in Popularity of the Qualified Small Business Stock

January 2022

By Olivia Zaiya, CFP®, Advanced Wealth Solutions

Olivia Zaiya, CFP<sup>®</sup>-Advanced Wealth Solutions
Investments

Insights

A Brief History of Sustainable Investing

November 2021

By Gina Sanchez, Chantico Global

Gina Sanchez-Chantico Global
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