Podcast Episode 9: The Good Stuff

Jarrett B. Topel | Podcast Link

In this episode, we try to give an optimistic (numbers based) view of the world these days

Top Five (Financial) New Year’s Resolutions

Gavin L. DiStasi | Blog Link

As we roll headlong into 2018, it’s that time of year once again when we stop to reflect a bit about the things we’re grateful for, and... Read More »

Know What You Don't Know

Gavin L. DiStasi | Blog Link

One of the earliest, and most important lessons I learned when I became a Financial Advisor was that it’s ok to tell a client you don’t... Read More »

Podcast Episode 8: Winter Is Coming

Gavin L. DiStasi | Podcast Link

In this episode, we discuss the changing market cycles

Podcast Episode 7: Plan & Prepare...Don't Predict

Jarrett B. Topel | Podcast Link

In this episode we discuss how to prepare for inevitable market downturns

Is it time to reverse your thinking on reverse mortgages?

Jarrett B. Topel | Blog Link

There are few terms in the finance industry more reviled in the minds of the general public, as “Reverse Mortgage”.  However, as is often... Read More »

Podcast Episode 6: Service & Empathy

Gavin L. DiStasi | Podcast Link

In this episode we discuss the importance of quality service and empathy for businesses.

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