Webinars

Market Commentary: Weak Markets in September Are Not Unusual

The September swoon continued last week, as stocks sold off hard after the Fed’s decision to leave interest rates unchanged. This type of seasonal weakness shouldn’t be a surprise. We’ve been discussing the potential for August and September volatility for a while now. It’s important to rem …

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Mitlin Minute-Special Edition-Goals

This special edition of Mitlin Minute was filmed at the top of Cascade Mountain, one of the 46 Peaks in the Adirondacks.   We discuss setting and achieving goals.  Financial goals should be addressed as well as personal ones.     Disclaimer: This article represents the o …

Mitlin Minute-Active Investing

This edition of Mitlin Minute is the second in a three part series on Passive vs. Active investing.  This edition discusses Active investing.  Stayed tuned for the final episode which will cover Passive vs. Active investing. Disclaimer: This article represents the opinion of Mitli …

Passive Investing

When it comes to investing, there is not one strategy that fits all. There are many different situations and circumstances that can call for different investment strategies, depending on the investor in question. It is important to make sure that as an investor you are vetting and determini …

Estate Planning

Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you hav …

Mitlin Minute-Passive Investing

This edition of Mitlin Minute kicks off a three part series on Passive vs. Active investing. This edition discusses Passive investing. Stayed tuned for the next two episodes which will cover Active investing and then the last segment will compare Passive and Active.

Estate Planning

Many often think estate planning only benefits the wealthy, but this is a common misconception. View our infographic here to see what you need to engage in! Click here to open fullscreen

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