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FinTok with Dr. Brad Klontz, Episode #46

Today’s guest is Dr. Brad Klontz Co-Founder of the Financial Psychology Institute. He’s also an Associate Professor of Practice at Creighton University Heider College of Business, and he’s a Managing Principal of Your Mental Wealth Advisors. Dr. Klontz was awarded the Inno …
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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 …
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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.

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