Investing vs. Gambling

Jarrett B. Topel | Blog Link

For many, the word “investing” is synonymous with the word “gambling.”  And, if you don’t invest the right way, I totally agree.  However,... Read More »

Podcast Episode 51: Active Indexing Portfolio Management

Jarrett B. Topel | Podcast Link

In this episode we discuss the portfolio management technique known as 'Active Indexing'.

Gavin's Summer Reading List

Gavin L. DiStasi | Blog Link

As we enter a summer like none any of us has ever seen, it seems a little bit strange to be talking about vacations. But with the pandemic... Read More »

Podcast Episode 50: The Basics of College Savings Plans

Gavin L. DiStasi | Podcast Link

In this episode we discuss the basics of college savings vehicles

Take Advantage of Low-Income Years with Roth IRA Conversions

Jarrett B. Topel | Blog Link

We all love to make money, and usually, the more the better, right?  However, there can also be an unexpected up-side opportunity in not... Read More »

Process Options for Divorcing Couples

Gavin L. DiStasi | Blog Link

For couples considering divorce, once one or both of you have decided to end the marriage, the single most important choice that will need... Read More »

Podcast Episode 49: Who's Who In The World Of Indexes..

Jarrett B. Topel | Podcast Link

In this episode we discuss investing in indexes

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