Even Keel

Gavin L. DiStasi | Blog Link

On 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 »

Podcast Episode 39: Black Lives Matter

Gavin L. DiStasi | Podcast Link

In this episode we discuss our support for the Black Lives Matter movement

The Roth 401(K)

Jarrett B. Topel | Blog Link

Traditional 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 Link

In 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 »

Podcast Episode 38: Oh Behave..

Jarrett B. Topel | Podcast Link

In this episode we discuss the role of behavior in the financial planning and investment process

Podcast Episode 37: Maslow's Hierarchy Of Needs

Gavin L. DiStasi | Podcast Link

In this episode we discuss Maslow's Hierarchy of Needs

The CARES Act

Jarrett B. Topel | Blog Link

In late March, the senate and the President of the United States passed a $2 trillion stimulus package to help businesses and individuals... Read More »

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