President Joe Biden withdrew from the 2024 presidential race and endorsed Vice President Kamala Harris as the Democratic nominee, although the endorsement does not necessarily mean she will win the nomination. The change in the Democratic ticket does not change our fundamental view of the e …
The famous stock market axiom, “it’s the bus you don’t see that hits you”, nicely underpins the reasons behind maintaining a diversified portfolio. The stark reality of investing is that there are unknowable landmines. Even though investment managers and analysts spend hundreds of hours sco …
In this edition of Mitlin Minute we discuss how artificial intelligence (AI) is trying to change the financial services industry. They are called robo advisors, but are they really advising? Feel free to ask questions on this topic by emailing us or calling us at (844) 4-MITLIN.   …
Beneficiary designations are an important, yet often overlooked, planning item that should be reviewed on a regular basis. Having the correct, and most up to date, beneficiaries named on your various accounts could mean the difference in having your assets going to the right people or the w …
Creating multigenerational wealth that lasts involves more than passing down assets. It requires teaching younger generations how to maintain that wealth. Learn how you can build and pass on your legacy in this helpful guide. Download Guide
In this day and age, electronic communication has made huge improvements toward making communications quick and convenient. However, we must remain vigilant in protecting our valuable personal information. We believe the best safeguard is for you to educate yourself on what “phishing” is, h …
In this edition of Mitlin Minute we discuss beneficiary designations and the importance of reviewing them on a regular basis. When was the last time you updated or reviewed the beneficiaries on your accounts. This is something that is often overlooked, but is crucial to review. …
