Trends to Watch Out for in Q1 2022
We’re in a pretty interesting juncture in the markets. As we kick off the third year of the COVID-19 pandemic, the omicron variant is spreading across the country.
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Will you be able to afford tuition costs for your children’s future higher education?
In this fast-paced environment of rising college tuition, overwhelmed Americans continue struggling to make ends meet with regard to affording higher education. Inflationary pressure has caused tuition costs to reach unprecedented levels. The net cost (the cost after scholarships, …
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 …
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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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