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1940’s Brewing Company with Charles Becker, Episode #57

Today’s guest on the Mitlin Money Mindset™ is Charles Becker, founder of 1940s Brewing Company. After a 30+ year career in the nonprofit world with the March of Dimes, Charles started a nano brewery on Long Island and is committed to producing top-quality craft beer. Charles chose the …
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Mitlin Minute: Retirement Plans for The Self Employed

This edition of the Mitlin Minute features retirement plan options for the self employed. 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 us with any topics you w …

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 …
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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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