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
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 »
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What's news
- November 03, 2020
"Corporations pledge to fight racial inequality. Will it work? via @csmonitor https://t.co/cFGMiJHXV4"
- October 28, 2020
"In shift to green energy, a matter of when, not if via @csmonitor https://t.co/WdSEkLYKek"
- October 22, 2020
"It's Official: Solar Is the Cheapest Electricity in History
https://t.co/qFGH4nbpZK"
https://t.co/qFGH4nbpZK"
- October 20, 2020
"Billionaires Now Collectively Hold a Record-Breaking $10 Trillion in Wealth https://t.co/9lHco53MhI via @truthout"
- October 20, 2020
"Why Social Security COLA Calculations Matter https://t.co/H0Otv5E2T9 via @ThinkAdvisor"
- October 20, 2020
"Make Your First Home Your Last: The Case for Not Moving Up https://t.co/cMB9bzAzNS"