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Facts Vs Feelings Take 5 – Buy in May and Stay

Most years, the rule of thumb is “Sell in May, stay away.” But 2024 isn’t most years. Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese discuss why investors should consider bucking conventional wisdom this month. Highlights include:   May has …

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What you should know about Investment Accounts, Capital Gains, Income

Investing is a complicated topic that many do not fully understand and they rely on their advisors to assist them through the process of investing and becoming retirement ready. Taxes are an area that cause significant confusion and the fact that they have a tendency to change over time add …

7 Simple Ways to Maximize Your 529 Plan to Help Pay for College

A 529 plan is a great option for families looking to save money for their child’s education. With college tuition rising so fast – up 168 percent over the last 20 years, according to U.S. News – it’s more important than ever to plan your finances carefully. 529 plans are state-sponsored and …

Mitlin Minute: Reader Rankings Best Wealth Advisers

We are pleased to announce that Mitlin Financial Inc. has been selected as Long Island Business News’ Best Wealth Adviser in their 2019 Reader Rankings Award. We had asked for your help several weeks ago to vote for us and we want to thank you for coming through and helping us win thi …

Mitlin Minute: International Edition from South Africa

This Mitlin Minute was filmed while our founder, Lawrence Sprung, was traveling in South Africa. This will be the first in a series of videos filmed on this adventure to allow you to experience some of the sights, encounters and sheer beauty of South Africa.  This was filmed outside of the …

3 Money-Smart Strategies for 529 College Savings Plans

Between squeaky new shoes, fresh pencils, packs of index cards, trendy new backpacks and other learning supplies, back-to-school shopping in the U.S. is expected to exceed $27 billion this year – about $510 per household. That’s a lot of Trapper Keepers.

Mitlin Minute: Invest In Others Award

Mitlin Financial is pleased to announce that its Founder, Lawrence Sprung, has been selected as a finalist for the Invest In Others Community Service Award.  This is awarded, by the Invest In Others Charitable Foundation, to an advisor who has made an outstanding impact on a commu …

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