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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Business Owner Exit Strategy

You have worked many years and extremely hard to get your business to the successful level that it is at today. When the day comes for you to retire and ultimately exit your business, what is your plan of action? Do you intend to pass the business along to the next generation or will you …

Mitlin Minute: How Rising Interest Rates Affect Fixed Income

Mitlin Minute: How Rising Interest Rates Affect Fixed Income  This edition of the Mitlin Minute features how interest rates affect fixed income investments. Please feel free to contact us with any questions at (631) 952-4466 x12.   Visit us at www.mitlinfinancial.com&nbs …

Mitlin Minute: Business Owner Exit Strategy

Mitlin Minute: Business Owner Exit Strategy This edition of Mitlin Minute discusses some key issues a business owner should consider when thinking about their exit strategy. Please feel free to contact us with any questions at (631) 952-4466 x12.   Visit us at www.mitlin …

Dying Without a Will: “The Prince Story”

What would the future hold for your family and loved ones if you were to unexpectedly pass tomorrow? Would they be in a position to handle all of your affairs in addition to the funeral arrangements and other stressors inherent with your unexpected death? What would happen to all of the ass …

Mitlin Minute: “The Prince Problem”-Dying Without A Will

Mitlin Minute: “The Prince Problem”-Dying Without A Will  This edition of Mitlin Minute discusses the importance of having a will and addressing your estate planning. Please feel free to contact us with any questions at (631) 952-4466 x12.   Visit us at www.m …

Your Financial Diagnosis

For many, logic says, “I need help with my finances, so I’ll hire a financial advisor.” I believe this is why there are various financial advisors that set up shop in convenient areas and make it very easy to open up investment accounts.

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3 Methods to Not Run Out of Money

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