Podcast Episode 10: Critical Redundancy

Gavin L. DiStasi | Podcast Link

In this episode, we discuss the importance of the annual or semi-annual review meeting.

Are Women Better Investors than Men?

Gavin L. DiStasi | Blog Link

After a particularly long meeting recently, my business partner Jarrett emerged looking a little worn out and proclaimed that he no longer... Read More »

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

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