The Lido Perspective

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

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Investments

Insights

Investment Planning Considerations: Real Estate

June 2021

By Jason Ozur, CPA*, Chief Executive Officer

Planning

Insights

Don’t Leave Your Finances to Chance: What C-Suite Executives Should Do To Prepare For a Post-COVID Economy

May 2021

By Colin Grover, CFP®, Senior Wealth Manager

Colin Grover, CFP<sup>®</sup>-Senior Wealth Manager
Planning

Insights

All In The Family

April 2021

By Scott Berman, CRPC®, Senior Wealth Manager

Scott Berman, CRPC<sup>®</sup>-Senior Wealth Manager
Investments

Insights

Preparing for Rising Interest Rates

March 2021

By Jeffrey Kaufmann, Senior Wealth Manager

Jeffrey Kaufmann-Senior Wealth Manager
Tax

Insights

Biden’s Proposed Tax Plan and Potential Strategies to Mitigate Increases

March 2021

By William Coughlan, LTax Consulting

William Coughlan-LTax Consulting
Planning

Insights

2020 is Hindsight

January 2021

By Ken Stern, CFP®, President

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

Insights

Avoiding Fraud: Essential Questions to Ask Before You Invest

July 2020

By Greg Kushner, CPA*, Chairman

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