Blog

Recipe for Success with Agathe Assouline, Episode #24

Today’s guest on Mitlin Money Mindset™ is Agathe Assouline, CEO, and co-founder of Red Velvet NYC, a gourmet baking kit delivery service that helps both novice and expert bakers pull off culinary feats in their home kitchens. Red Velvet NYC is often referred to as the Blue Apron of de …
Continue Reading!

Mitlin Minute- Long Term Care

This edition of the Mitlin Minute features Long Term Care and its importance in a financial plan. Please feel free to contact us with any questions at (631) 952-4466 x12.   Visit us at www.mitlinfinancial.com or email us at info@mitlinfinancial.com Feel free to contact u …

Dividend Discount Model vs. Capital Asset Pricing Model

The vast majority of investment research supports the theory that proper asset allocation is more optimal for a portfolio than market timing. Attempting to value securities may be a fruitless task, however two models that have been used to determine intrinsic stock values are the dividend d …

Common Stock & Preferred Stock

Investors that are looking to purchase shares of ownership in a corporation may have the ability to select either common or preferred shares.  Common and preferred stock share some similarities, however preferred shares combine many features of common stock and fixed income. Common sto …

Asset Allocation vs. Market Timing

When it comes to investing one’s assets, there are many schools of thought. Two of the most prominent practices utilized are asset allocation and market timing. Asset allocation is a long term investment strategy that builds a portfolio based upon asset classes while market timing ref …

Irrevocable Life Insurance Trusts

An Irrevocable Life Insurance Trust (ILIT) is a trust used to purchase a life insurance policy or it can be used to accept a gifted policy, one already owned by the grantor of the trust. ILITs are useful because they ensure that the death benefit proceeds of the policy are not included in a …

Mitlin Financial Supports Sandy Victims through Long Island Cares

(HAUPPAUGE, New York) For many Long Island residents, the devastating effects of Superstorm Sandy will change some of the ways they celebrate this year’s holiday season. Hauppauge-based small business owner Lawrence Sprung of Mitlin Financial has altered his longstanding custom of sen …
1 2 3 55 56 57 58

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation

Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

Download Now!