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The Lido Perspective

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

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California’s Proposed “Billionaire Tax” Could Become the Country’s First Tax on Wealth

Financial Planning

California’s Proposed “Billionaire Tax” Could Become the Country’s First Tax on Wealth

2026 IRA and 401(k) Contribution Limits: What You Need to Know

Financial Planning

2026 IRA and 401(k) Contribution Limits: What You Need to Know

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

Roth Conversion Strategies: When and How Much to Convert 

Financial Planning

Roth Conversion Strategies: When and How Much to Convert 

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

Should I Delay Social Security Benefits?

Financial Planning

Should I Delay Social Security Benefits?

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

Financial Planning

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

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

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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.