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Market Commentary: Stocks Rise Ahead of Big Fed Decision

Stocks Bounce Back Following the worst week since March 2023 for the S&P 500 in the first week of September, the index soared 4.1% last week and was higher all five days of the week, completing a perfect week. Interestingly, August also had a perfect week, making this the first time sin …

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Financial Planning: Critical Financial Events

If you were lost while driving to an unfamiliar location, what would you do? Would you guess the route and risk never reaching your destination? Would you venture through threatening areas, potentially endangering yourself and the other passengers? Or would you get proper guidance, and insu …

Mitlin Minute: Critical Financial Events

This edition of the Mitlin Minute features the topic of Critical Financial Events. Please feel free to contact us with any questions at (631) 952-4466 x12.   Visit us at www.mitlinfinancial.com or email us at [email protected] Feel free to contact us with any topics you would li …

Annuities: Immediate vs. Deferred

In the last article we went over the two different types of annuities, fixed and variable; both are avenues by which you are able to grow assets on a tax deferred basis over time. Now we are going to talk about the different ways you can receive or build to later receive a steady stream …

Annuities: Fixed vs. Variable Annuities

Although not for every investor, annuities can serve as a very useful tool in one’s retirement strategy. These financial products are sometimes portrayed in the media as controversial. When implemented properly, in the right situation, they can prove to be beneficial. Despite the many …

Mitlin Minute: Annuities

This edition of the Mitlin Minute features the topic of Advisor Diversification. Please feel free to contact us with any questions at (631) 952-4466 x12.   Visit us at www.mitlinfinancial.com or email us at [email protected] Feel free to contact us with any topics you would like …

Advisor Compensation: Disclosure and Transparency

Do you know how your advisor is being compensated?  Are you paying fees? Are you paying commissions? Is your advisor’s compensation even discussed? These are just some of the many questions you should be asking yourself prior to choosing a financial professional to handle your fa …

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