Dow 40K Is Here! A major milestone was hit last week, as the Dow Jones Industrial Average closed above 40,000 for the first time. While there isn’t much difference between 40,000 and 39,999, it is quite significant from a psychological perspective. Despite numerous analysts predicting an im …
The good news is that American households have a total net worth of $85.2 trillion. The bad news is that most families are still behind where they were financially in 2007. In a recent survey, over half of Americans said they had less than $1,000 in their checking and savings accounts combi …
Mitlin Minute: Are You Working With A Fiduciary? This edition of Mitlin Minute discusses the difference of working with a broker and a fiduciary (or RIA). Do you know the difference? You should…. Please feel free to contact us with any questions at (631) 952-4466 x12. &nbs …
Published by Jake Bleicher and Ron Carson Conservative investments are often associated with lower portfolio expected returns. The investment community has been indoctrinated with the notion that risk and return are correlated in a linear function.
Check out this infographic for 12 Simple Financial Tips that are important to remember but easy to forget! Click here to open fullscreen
While taking inventory of your individual financial circumstances, have you considered what’ll happen to your hard earned assets upon your demise? Have you given sufficient thought to the process by which the beneficiaries and heirs to your estate will come to inherit those assets? Will the …
Mitlin Minute: Succession Planning This edition of the Mitlin Minute features the idea of succession planning. Does your advisor have a succession plan? Do you know what it is? Please feel free to contact us with any questions at (631) 952-4466 x12. Visit us at www.m …
