Five Most Common Investing Mistakes

Jarrett B. Topel | Blog Link

As part of the financial industry for the past twenty-plus years I have seen a lot of things.  Drawing on that experience, I thought it... Read More »

Podcast Episode 22: Stop And Smell The Roses

Gavin L. DiStasi | Podcast Link

In this episode we discuss living for today versus planning for tomorrow

Podcast Episode 21: Stock Market Lemonade

Jarrett B. Topel | Podcast Link

In this episode we talk about turning stock market lemons into lemonade.

6 Things Your Estate Plan Should Address

Gavin L. DiStasi | Blog Link

With the end of 2018 approaching fast, and much of our time until the new year arrives, occupied with work functions, family gatherings,... Read More »

Podcast Episode 20: Financial Blueprints

Gavin L. DiStasi | Podcast Link

In this episode we discuss the virtues of comprehensive planning

The Three Little Pigs

Jarrett B. Topel | Blog Link

Humans are not rational, particularly when it comes to investing.  Knowing that, is there a way to make this fact work to our advantage as... Read More »

Podcast Episode 19: Don't Go Shopping Without a List

Jarrett B. Topel | Podcast Link

In this episode we discuss the benefits of having a financial plan

Pages