Nathan Stagg

Wealth Manager

The Lido Perspective

See all
Investments

Market Updates

Monday Market Minute | 09.15.2025

September 2025

By Candice Richardson, CFA, Investments & Analytics

Sergio Dueñas, CFA, Investments & Analytics

Investments

Market Updates

Monday Market Minute | 08.25.2025

August 2025

By Candice Richardson, CFA, Investments & Analytics

Sergio Dueñas, CFA, Investments & Analytics

Investments

Market Updates

Monday Market Minute | 08.18.2025

August 2025

By Candice Richardson, CFA, Investments & Analytics

Sergio Dueñas, CFA, Investments & Analytics

Investments

Market Updates

Monday Market Minute | 08.11.2025

August 2025

By Candice Richardson, CFA, Investments & Analytics

Sergio Dueñas, CFA, Investments & Analytics

Tax

Insights

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

August 2025

Investments

Market Updates

Monday Market Minute | 08.04.2025

August 2025

By Candice Richardson, CFA, Investments & Analytics

Sergio Dueñas, CFA, Investments & Analytics

Find out more about our leading advisors

See all
Evan Levy, JD, CEP®
Managing Director, Senior Wealth Manager
Jake Eggett, CFP®
Managing Director, Senior Wealth Advisor
Brooke Napiwocki, CFP®
Director, Senior Wealth Manager
Olivia Zaiya, CFP®
Director, Advanced Wealth Solutions
Brandon Agneberg
Senior Vice President, Senior Wealth Manager
Clay Westover, CFP®
Senior Vice President, Senior Wealth Manager
Back to top

Speak with our team

Discover what we can do to protect your legacy.

Contact Us

Get the Lido Perspective

Subscribe and remain up to date with our advice, insights, and news.