Mitlin Minute: Peconic Hockey Foundation

This week was midterm elections and we’ve had many questions about what it all could mean, which we’ll tackle in today’s blog. We consider it a great honor to vote, and while we may not know the final results of the election for days (or even months), what we do know is the election will …

Kevin Oleszewski, CFP® Senior Wealth Planner As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting.

By Craig Lemoine, Director of Consumer Investment Research Stocks, bonds and mutual funds have had a rocky start to the year. The S&P 500, a broad measure of the United States stock market, was down 4.6% over the first quarter. Mutual funds holding stocks and bonds have also lost value. …

We are still the Mitlin Financial you know and trust – now backed with the powerful resources that come with being a Carson Group partner. Our new partnership allows us to enhance what we can do behind the scenes to better serve you, our valued clients. Our team looks forward to continuing …

What Is A Financial Plan? A financial plan is paramount to a family’s financial success. During periods of volatility we often hear that investors should “stay the course”, but what does that mean? Is there a course to stay without having a financial plan? We feel that there seems to be a m …

Guess “What Rink is Larry at” to WIN money for YOUR favorite charity! TO ENTER: Name the rink in the video on one of our social media channels. Tag the charity you would like the donation made to if you are selected as the winner. Tag a friend who might also enjoy playing. Those who …

Congratulations to Jorrell Bland on being a recipient of the Long Island Business News 2020 Business and Finance Award! The team is thrilled to see Jorrell’s handwork and dedication recognized. We are so happy to have him serving our clients and representing the client first mentality we ha …

As you have seen on social media we are set to launch the Mitlin Money Mindset set on October 14th. Hosted by our Founder and Wealth Advisor, Larry Sprung, CFP® this podcast will bring engaging and entertaining guests that will provide the listener with tangible takeaways. We are very excit …

When it comes to investing there are many strategies, views, and opinions. In many ways none of these are wrong, they are just different. It is important to find investments that are aligned with your views, time horizon, and risk tolerance while remaining committed to your process and maki …

𝗪𝗮𝗻𝘁 𝘁𝗼 𝘄𝗶𝗻 𝗺𝗼𝗻𝗲𝘆 𝗳𝗼𝗿 𝗬𝗢𝗨𝗥 𝗳𝗮𝘃𝗼𝗿𝗶𝘁𝗲 𝗰𝗵𝗮𝗿𝗶𝘁𝘆? Join us in playing “What Rink is Larry at?” during the upcoming hockey season for a chance to win money for YOUR favorite charity! TO ENTER: Name the rink Larry is at in the video and put the name of the charity you would like the don …