Lido Advisors’ Greg Kushner’s field guide for managing fear in a volatile market

According to Lido Advisors’ Greg Kushner, we are all worried about managing risk in our portfolios, and it’s not just a baseless concern.

“This year we have seen more volatility than we have since the financial crisis,” he says. “Just look at the soaring CBOE Volatility Index (VIX, aka the fear index). Even more concerning is that this volatility may continue, making potential investors queasy about their participation in the equity markets.”

Lido Advisors thinks investment advice should go beyond just wealth management and into a bit of life coaching. “The first thing I do is sit down with a client and drill down into their current situation.”

Read the full article: Keep Your Composure (And Clients): A Field Guide For Managing Fear In A Volatile Market (Forbes)

June 29th, 2018|Categories: Client News|Tags: , , , , , |

TaskUs is among LABJ’s Fastest Growing Private Companies

TaskUs, the leader in customer experience outsourcing for fast-growing internet companies from global contact centers, ranks #9 in the Los Angeles Business Journal’s list of Fastest Growing Private Companies in the Los Angeles county area.

See the full ranking here.

November 14th, 2017|Categories: Client News|Tags: , , , , , , |

IdeaMensch features Milk and Eggs’ Kenneth Wu

Kenneth Wu is a serial entrepreneur with nearly two decades of experience in founding and growing startups into successful business ventures. He’s the founder and chief executive officer of Milk and Eggs where he oversees the company’s vision and growth strategies. IdeaMensch recently sat down with Wu to discuss Milk and Eggs’ beginnings, his inspirations and where this venture is headed. One thing Wu does over and over that he recommends everyone else do?

“Two things actually: 1. Don’t waste time and 2. Be proactive. An ounce of proactiveness is worth a pound of reactiveness.”

Read the full article: Kenneth Wu – CEO of Milk and Eggs (IdeaMensch)

October 24th, 2017|Categories: Client News|Tags: , , , , , , , |

LA TechWatch features Milk and Eggs’ e-commerce grocery platform

Based in Los Angeles, Milk and Eggs has partnered with local farms and delivers essential locally sourced groceries at free delivery and membership. The company supports local L.A farms and values eco-friendly streamlined operations, avoiding waste and overage. LA TechWatch recently sat down with CEO Kenneth Wu to talk about the company’s growth and its plans for the future.

“Milk and Eggs fills this gap in the market with locally-sourced products at affordable prices,” said Wu. “To maximize efficiency and customer convenience, Milk and Eggs enables customers to set up reoccurring orders to be delivered at their desired frequency, whether monthly, biweekly or somewhere in between.”

Read the full article: This LA Startup is Bringing Farm to Market To Your Doorstep (LA TechWatch)

August 16th, 2017|Categories: Client News|Tags: , , , , , , |