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The Lido Perspective

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

The Bessent Twist: Washington Steps Into the Bond Market, and the Dollar Pays the Price

Investment Management

The Bessent Twist: Washington Steps Into the Bond Market, and the Dollar Pays the Price

By Anish Ramachandran, Managing Director, Investments & Analytics

Sequence of Returns Risk: Understanding How Return Timing Impacts Your Retirement Income

Financial Planning

Sequence of Returns Risk: Understanding How Return Timing Impacts Your Retirement Income

Family Engagement: What Comes After the Planning Is Done

Trust & Estate Planning

Family Engagement: What Comes After the Planning Is Done

By Brian Haloossim, President
Kelly Arrillaga, Managing Director, Enterprise Trust and Family Solutions

Selling Pre-IPO Shares: A Founder’s Guide to Tax, Timing, and Liquidity

Financial Planning

Selling Pre-IPO Shares: A Founder’s Guide to Tax, Timing, and Liquidity

By Jason Blumberg, Senior Managing Director, Senior Wealth Advisor, Market Lead

View All Economic & Market Outlooks Financial Planning Investment Management Tax Consulting & Preparation Awards News & Press Trust & Estate Planning
Market Update | 08/31/2026

Economic & Market Outlooks

Market Update | 08/31/2026

Market Update | 08/24/2026

Economic & Market Outlooks

Market Update | 08/24/2026

RSU Tax Guide: How Restricted Stock Units Are Taxed

Tax Consulting & Preparation

RSU Tax Guide: How Restricted Stock Units Are Taxed

ISO vs. NSO Stock Options: Key Tax Differences Explained

Tax Consulting & Preparation

ISO vs. NSO Stock Options: Key Tax Differences Explained

Managing Concentrated Stock Positions: A Strategic Guide

Investment Management

Managing Concentrated Stock Positions: A Strategic Guide

Cap and Cushion: A Compelling Way to Manage Market Risk

Investment Management

Cap and Cushion: A Compelling Way to Manage Market Risk

Market Update | 08/17/2026

Economic & Market Outlooks

Market Update | 08/17/2026

Roth Conversion Strategies: When and How Much to Convert 

Tax Consulting & Preparation

Roth Conversion Strategies: When and How Much to Convert 

Lido Advisors Named to Financial Advisor Magazine’s 2026 RIA Rankings

Awards

Lido Advisors Named to Financial Advisor Magazine’s 2026 RIA Rankings

ESPP Tax Rules: How Employee Stock Purchase Plans Are Taxed

Tax Consulting & Preparation

ESPP Tax Rules: How Employee Stock Purchase Plans Are Taxed

Market Update | 08/10/2026

Economic & Market Outlooks

Market Update | 08/10/2026

The OBBBA Changed Charitable Giving. Here’s Why a Donor-Advised Fund Might Still Make Sense.

Tax Consulting & Preparation

The OBBBA Changed Charitable Giving. Here’s Why a Donor-Advised Fund Might Still Make Sense.

Ken Stern Talks Growth Strategy and AI with Barron’s Advisor

News & Press

Ken Stern Talks Growth Strategy and AI with Barron’s Advisor

Lido Advisors Hires Industry Veteran Dan Marquis as Chief Financial Officer

News & Press

Lido Advisors Hires Industry Veteran Dan Marquis as Chief Financial Officer

The Iran War’s Long Shadows: What They Mean for Investors

Investment Management

The Iran War’s Long Shadows: What They Mean for Investors

Lido Advisors to Partner with Jackson Hole Capital Partners

News & Press

Lido Advisors to Partner with Jackson Hole Capital Partners

Brian Haloossim Joins Lido Advisors as President to Drive Next Chapter

News & Press

Brian Haloossim Joins Lido Advisors as President to Drive Next Chapter

Settlement with a Former Senior Investment Advisor of Lido

News & Press

Settlement with a Former Senior Investment Advisor of Lido

Appointment Reflects Firm’s Commitment to Scalable, Innovation-Driven Technology as National Footprint Continues to Expand

News & Press

Appointment Reflects Firm’s Commitment to Scalable, Innovation-Driven Technology as National Footprint Continues to Expand

Forbes’ Best-In-State Wealth Advisor Rankings Highlight Excellence in Client Services

Awards

Forbes’ Best-In-State Wealth Advisor Rankings Highlight Excellence in Client Services

Forbes Names Alexandra Browne & Erica Ghotra to 2026 ‘Top Women Wealth Advisors Best-In-State’ Listing

Awards

Forbes Names Alexandra Browne & Erica Ghotra to 2026 ‘Top Women Wealth Advisors Best-In-State’ Listing

Scale Without Compromise: How $40B Lido Advisors Stays Client-First

News & Press

Scale Without Compromise: How $40B Lido Advisors Stays Client-First

Portfolio Management: Good Losses.

Investment Management

Portfolio Management: Good Losses.

Are AI Equities in a Bubble?

Investment Management

Are AI Equities in a Bubble?

Lido Advisors’ Family Office Playbook: Planning-Led, Tech-Enabled, and Built for Complex Lives

News & Press

Lido Advisors’ Family Office Playbook: Planning-Led, Tech-Enabled, and Built for Complex Lives

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

Tax Consulting & Preparation

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

Lido Advisors to Partner with Fountainhead Advisors

News & Press

Lido Advisors to Partner with Fountainhead Advisors

One Big Beautiful Bill Act Tax Updates: What You Need to Know

Tax Consulting & Preparation

One Big Beautiful Bill Act Tax Updates: What You Need to Know

Should I Delay Social Security Benefits?

Financial Planning

Should I Delay Social Security Benefits?

Lido Advisors to Partner with Olympus Wealth Management

News & Press

Lido Advisors to Partner with Olympus Wealth Management

The Repeal of WEP & GPO: What it Means for You

Financial Planning

The Repeal of WEP & GPO: What it Means for You

Estate Planning 101: Distribution of Assets

Trust & Estate Planning

Estate Planning 101: Distribution of Assets

Lido Advisors to Partner with Exchange Capital Management, Continuing Expansion

News & Press

Lido Advisors to Partner with Exchange Capital Management, Continuing Expansion

Lido Advisors Enters into Strategic Partnership with HPS to Support Continued Growth

News & Press

Lido Advisors Enters into Strategic Partnership with HPS to Support Continued Growth

Lido Advisors to Partner with Copperwynd Financial

News & Press

Lido Advisors to Partner with Copperwynd Financial

Lido Advisors to Partner with BluePointe Capital Management

News & Press

Lido Advisors to Partner with BluePointe Capital Management

Without Preconceived Notions: Jason Ozur on Growing Lido

News & Press

Without Preconceived Notions: Jason Ozur on Growing Lido

Forbes Names Alexandra Browne & Erica Ghotra to 2025 ‘Top Women Wealth Advisors Best-In-State’ Listing

Financial Planning

Forbes Names Alexandra Browne & Erica Ghotra to 2025 ‘Top Women Wealth Advisors Best-In-State’ Listing

Lido Advisors Announces Partnership with Avitas Wealth Management, a Southern California RIA Specializing in Multigenerational Families

News & Press

Lido Advisors Announces Partnership with Avitas Wealth Management, a Southern California RIA Specializing in Multigenerational Families

Lido to Combine with Pegasus Partners to Further Strengthen UHNW Offering

News & Press

Lido to Combine with Pegasus Partners to Further Strengthen UHNW Offering

Lido Advisors Joins Forces with Platte River Wealth Advisors, Expanding Mountain Region Presence & UHNW Offering

News & Press

Lido Advisors Joins Forces with Platte River Wealth Advisors, Expanding Mountain Region Presence & UHNW Offering

Podcast: Ken Stern on Lido Advisors’ Path to $20B in AUM

News & Press

Podcast: Ken Stern on Lido Advisors’ Path to $20B in AUM

The volatility in this season will continue into October, says Lido’s Ken Stern on CNBC

News & Press

The volatility in this season will continue into October, says Lido’s Ken Stern on CNBC

Forbes’ Top Next-Gen Wealth Advisor Rankings Highlight Two of Lido’s Finest

Awards

Forbes’ Top Next-Gen Wealth Advisor Rankings Highlight Two of Lido’s Finest

Business Development Veteran Henry Hagenbuch Joins Lido

News & Press

Business Development Veteran Henry Hagenbuch Joins Lido

Bloomberg Businessweek: Investor Sentiment

News & Press

Bloomberg Businessweek: Investor Sentiment

Bloomberg Businessweek: Fed Decision

News & Press

Bloomberg Businessweek: Fed Decision

Ken Stern discusses his takeaways from the recent Fed minutes on CNBC

News & Press

Ken Stern discusses his takeaways from the recent Fed minutes on CNBC

Jeff Garden in Citywire: ‘My Favorite Flavor: Savoring strategies’

News & Press

Jeff Garden in Citywire: ‘My Favorite Flavor: Savoring strategies’

Ken Stern on WealthTalk

News & Press

Ken Stern on WealthTalk

Forbes’ Best-In-State Wealth Advisor Rankings Highlight Excellence in Client Services

Awards

Forbes’ Best-In-State Wealth Advisor Rankings Highlight Excellence in Client Services

Stuart Katz in Financial Advisors Magazine

News & Press

Stuart Katz in Financial Advisors Magazine

Lido’s President Ken Stern’s Hedging Views on CNBC

News & Press

Lido’s President Ken Stern’s Hedging Views on CNBC

Alexandra Browne and Erica Ghotra Named as Forbes 2023 Best-In-State Women Advisors

Awards

Alexandra Browne and Erica Ghotra Named as Forbes 2023 Best-In-State Women Advisors

Lido Advisors Partners with Constellation Wealth Capital to Further Accelerate M&A and Organic Growth

News & Press

Lido Advisors Partners with Constellation Wealth Capital to Further Accelerate M&A and Organic Growth

See Lido’s President Ken Stern Share His Views on CNBC

News & Press

See Lido’s President Ken Stern Share His Views on CNBC

Lido Named to Barron’s 2023 Top 100 RIA Firms

Awards

Lido Named to Barron’s 2023 Top 100 RIA Firms

Lido Wealth Advisors named as Forbes Top Next-Gen Wealth Advisors

Awards

Lido Wealth Advisors named as Forbes Top Next-Gen Wealth Advisors

Lido Hires Jordan Greenhouse as Chief Growth Officer

News & Press

Lido Hires Jordan Greenhouse as Chief Growth Officer

Lido Announces Two Experienced Advisors Join Los Angeles Firm

News & Press

Lido Announces Two Experienced Advisors Join Los Angeles Firm

Lido Announces the Addition of Experienced San Diego Team

News & Press

Lido Announces the Addition of Experienced San Diego Team

Forbes Best-in-State

Awards

Forbes Best-in-State

Lido Announces the Hiring of John Mclnerney as Director, Senior Wealth Manager

News & Press

Lido Announces the Hiring of John Mclnerney as Director, Senior Wealth Manager

Lido Advisors to Partner with Colorado Financial Management

News & Press

Lido Advisors to Partner with Colorado Financial Management

Lido Advisors Named to Forbes’ 2022 Top RIA Firms

Awards

Lido Advisors Named to Forbes’ 2022 Top RIA Firms

Lido Advisors Announces Acquisition of Enterprise Trust & Investment Company

News & Press

Lido Advisors Announces Acquisition of Enterprise Trust & Investment Company

Making Family Offices Your Go-To Source of Capital | CFO Dive

News & Press

Making Family Offices Your Go-To Source of Capital | CFO Dive

Lido Advisors Announces Stacy Beattie as Chief Operating Officer

News & Press

Lido Advisors Announces Stacy Beattie as Chief Operating Officer

“The Future Is Now” FA Magazine Interviews Lido CEO, Jason Ozur

News & Press

“The Future Is Now” FA Magazine Interviews Lido CEO, Jason Ozur

Lido Advisors Enters into Strategic Partnership with Charlesbank Capital Partners to Invest in Growth

News & Press

Lido Advisors Enters into Strategic Partnership with Charlesbank Capital Partners to Invest in Growth

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

News & Press

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

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

News & Press

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

Forbes: When Stocks Reach New Highs, What Should You Do? – Gregory Kushner

News & Press

Forbes: When Stocks Reach New Highs, What Should You Do? – Gregory Kushner

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Brennan Fontana

Brennan Fontana

Senior Vice President, Advisor-Client Matchmaking

By submitting the form, you acknowledge that we collect your name, email address, and phone number to respond to your inquiries and provide you with information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Brennan Fontana

Brennan Fontana

Senior Vice President, Advisor-Client Matchmaking

By submitting the form, you acknowledge that we collect your name, email address, and phone number to respond to your inquiries and provide you with information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.