The four questions to ask before choosing a financial advisor, according to Lido Advisors’ Greg Kushner

As the senior managing director of a financial advisory firm, Lido Advisors’ Greg Kushner knows there’s no such thing as free financial advice. Smart investors ask questions, especially about how their advisor makes money. The Council of Economic Advisers under President Obama estimated Americans lose a whopping $17 billion a year as a result of overpaying on investment products that they buy based on conflicted advice.

Kushner says there are four questions to ask before choosing a financial advisor.

Read the full article: Four Of The Most Important Questions To Ask Before Choosing A Financial Advisor (Forbes)

September 24th, 2018|Categories: Client News|Tags: , , , , |

Saban Community Clinic offers free vaccines for back-to-school season

The Saban Community Clinic offered free vaccines for low income and uninsured families just in time for the start of school in the Los Angeles Unified School District.

The Saban Community Clinic hosted a daylong vaccination drive, located at 5205 Melrose Avenue.

Read the full coverage:

Free vaccinations offered Monday at Saban Community Clinic in Hollywood (FOX 11)
Hollywood Clinic Offers Free Vaccinations Ahead of LAUSD School Year (KTLA)
LA clinic offering free vaccinations for children, adults (ABC)

August 13th, 2018|Categories: Client News|Tags: , , , , , , |

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: , , , , , , |