Webinars

Facts Vs Feelings Take 5 – 3 Bits of Good News

In this episode of Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, navigate three positive economic developments: First, the election results are finalized, ending uncertainty for markets Second, inflation appear …

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How to Financially Prepare Yourself for a Divorce

Your financial advisor may not be the first person you call when considering splitting up, but they should be somewhere on the list. One of the concrete things you can do to help with the process and the healing to follow is to plan ahead. 

Mitlin Financial Welcomes Jorrell Bland to the Team

Mitlin Financial, Inc. is pleased to announce that Jorrell R. Bland has joined us as the newest member of our team. Jorrell comes to us with over four years of experience in the financial services industry with New York Life.  Jorrell will be responsible for servicing clients of the firm an …

Zero Commissions, Does Not Mean “Free”

Recently several brokerage firms, including our primary custodian TD Ameritrade, have announced they are moving to zero commissions on online trades involving equities, exchange-traded funds (ETF’s) and options. This move is a result of pressure from investment firms like Robinhood who have …

Guess What Rink Is Larry At? (Week Nine)

Join us in playing “What Rink is Larry At?” during the upcoming hockey season for a chance to win money for YOUR favorite charity! TO ENTER: ✔️Name the rink Larry is at in the video and put the name of the charity you would like the donation made to if you are selected as the …

Making Sense of RMDs

The SECURE Act will impact millions of Americans who will inherit or leave behind a retirement account. Effective Jan. 1, 2020, the required minimum distributions on these accounts is 10 years – meaning you’ll likely need to adjust how much you withdraw annually as compared to the pre …

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