The Lido Perspective

Tax Consulting & Preparation

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

June 2026

News & Press

Lido Advisors to Partner with Jackson Hole Capital Partners

June 2026

Tax Consulting & Preparation

ESPP Tax Rules: How Employee Stock Purchase Plans Are Taxed

June 2026

Tax Consulting & Preparation

ISO vs. NSO Stock Options: Key Tax Differences Explained

June 2026

Tax Consulting & Preparation

RSU Tax Guide: How Restricted Stock Units Are Taxed

June 2026

News & Press

Brian Haloossim Joins Lido Advisors as President to Drive Next Chapter

June 2026

News & Press

Settlement with a Former Senior Investment Advisor of Lido

May 2026

News & Press

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

April 2026

Awards

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

April 2026

Awards

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

February 2026

News & Press

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

January 2026

Investment Management

Portfolio Management: Good Losses.

January 2026

Investment Management

Are AI Equities in a Bubble?

January 2026

News & Press

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

December 2025

Tax Consulting & Preparation

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

November 2025

News & Press

Lido Advisors to Partner with Fountainhead Advisors

November 2025

Tax Consulting & Preparation

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

August 2025

Financial Planning

Should I Delay Social Security Benefits?

August 2025

News & Press

Lido Advisors to Partner with Olympus Wealth Management

July 2025

Financial Planning

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

July 2025

Trust & Estate Planning

Estate Planning 101: Distribution of Assets

July 2025

News & Press

Lido Advisors to Partner with Exchange Capital Management, Continuing Expansion

June 2025

News & Press

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

May 2025

News & Press

Lido Advisors to Partner with Copperwynd Financial

May 2025

News & Press

Lido Advisors to Partner with BluePointe Capital Management

April 2025

News & Press

Without Preconceived Notions: Jason Ozur on Growing Lido

February 2025

Financial Planning

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

February 2025

News & Press

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

December 2024

News & Press

Lido to Combine with Pegasus Partners to Further Strengthen UHNW Offering

October 2024

News & Press

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

October 2024

News & Press

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

October 2024

News & Press

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

September 2024

Awards

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

August 2024

News & Press

Business Development Veteran Henry Hagenbuch Joins Lido

July 2024

News & Press

Bloomberg Businessweek: Investor Sentiment

July 2024

News & Press

Bloomberg Businessweek: Fed Decision

June 2024

News & Press

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

May 2024

News & Press

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

April 2024

News & Press

Ken Stern on WealthTalk

April 2024

Awards

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

April 2024

News & Press

Stuart Katz in Financial Advisors Magazine

April 2024

News & Press

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

March 2024

Awards

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

February 2024

News & Press

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

January 2024

News & Press

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

January 2024

Awards

Lido Named to Barron’s 2023 Top 100 RIA Firms

September 2023

Awards

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

August 2023

News & Press

Lido Hires Jordan Greenhouse as Chief Growth Officer

July 2023

News & Press

Lido Announces Two Experienced Advisors Join Los Angeles Firm

June 2023

News & Press

Lido Announces the Addition of Experienced San Diego Team

May 2023

Awards

Forbes Best-in-State

April 2023

News & Press

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

January 2023

News & Press

Lido Advisors to Partner with Colorado Financial Management

January 2023

Awards

Lido Advisors Named to Forbes’ 2022 Top RIA Firms

November 2022

News & Press

Lido Advisors Announces Acquisition of Enterprise Trust & Investment Company

June 2022

News & Press

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

March 2022

News & Press

Lido Advisors Announces Stacy Beattie as Chief Operating Officer

December 2021

News & Press

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

August 2021

News & Press

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

May 2021

News & Press

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

January 2021

News & Press

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

June 2020

News & Press

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

January 2020