Episode 40: How To Avoid Tax Paralysis
Jarrett B. Topel | Podcast LinkIn this episode we discuss the importance of tax diversification
Even Keel
Gavin L. DiStasi | Blog LinkOn March 23rd, the S&P 500 hit an intraday low of 2191, which represented a decline of roughly 35 percent from its peak of 3393,... Read More »
Episode 39: Black Lives Matter
Gavin L. DiStasi | Podcast LinkIn this episode we discuss our support for the Black Lives Matter movement
The Roth 401(K)
Jarrett B. Topel | Blog LinkTraditional Individual Retirement Accounts (IRAs) have been around for over 45 years. First created as part of the “Employees Retirement... Read More »
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
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Walton Family: +$21 billion
Mark Zuckerberg:…"
Walton Family: +$21 billion
Mark Zuckerberg:…"
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"Trump Reverses Course on TikTok, Opening Door to Microsoft Bid https://t.co/hZiDw23lhk"
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"The push for universal basic income is gaining momentum amid the pandemic https://t.co/f0tUhV6fzw"