Pro Bono Financial Advice for Those Affected by COVID-19
Gavin L. DiStasi | Blog LinkIn recent weeks, as it has become clear just how devastating the financial impacts of the Covid-19-related shutdowns and shelter-in-place... Read More »
Episode 38: Oh Behave..
Jarrett B. Topel | Podcast LinkIn this episode we discuss the role of behavior in the financial planning and investment process
Episode 37: Maslow's Hierarchy Of Needs
Gavin L. DiStasi | Podcast LinkIn this episode we discuss Maslow's Hierarchy of Needs
The CARES Act
Jarrett B. Topel | Blog LinkIn late March, the senate and the President of the United States passed a $2 trillion stimulus package to help businesses and individuals... Read More »
And This Too Shall Pass
Gavin L. DiStasi | Blog LinkI was having a conversation with a client earlier this week, and she mentioned to me that what we were living through at present was truly... Read More »
Episode 36: Does Refinancing Your Mortgage Make Sense
Jarrett B. Topel | Podcast LinkIn this episode we discuss the pros and cons of refinancing
Episode 35: The Three Legged Stool
Gavin L. DiStasi | Podcast LinkIn this episode we discuss the retirement planning concept of the Three Legged Stool
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- May 21, 2020
"Fed’s Powell says less-well-off Americans are bearing the brunt of the economic fallout from the coronavirus https://t.co/jcI8XlBnei"
- May 15, 2020
"Majority of remote workers are more productive and communicative https://t.co/HUy9aLEFrG via @ZDNet & @ValaAfshar"
- May 14, 2020
"The tax on the wealthy over the last 70 years in the USA - View on Imgur https://t.co/7TjJvFW9C0 via @imgur"