Episode 22: Stop And Smell The Roses
Gavin L. DiStasi | Podcast LinkIn this episode we discuss living for today versus planning for tomorrow
Episode 21: Stock Market Lemonade
Jarrett B. Topel | Podcast LinkIn this episode we talk about turning stock market lemons into lemonade.
6 Things Your Estate Plan Should Address
Gavin L. DiStasi | Blog LinkWith the end of 2018 approaching fast, and much of our time until the new year arrives, occupied with work functions, family gatherings,... Read More »
Episode 20: Financial Blueprints
Gavin L. DiStasi | Podcast LinkIn this episode we discuss the virtues of comprehensive planning
The Three Little Pigs
Jarrett B. Topel | Blog LinkHumans 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 »
Episode 19: Don't Go Shopping Without a List
Jarrett B. Topel | Podcast LinkIn this episode we discuss the benefits of having a financial plan
La Dolce Vita
Gavin L. DiStasi | Blog LinkAn interesting thing happened last week when the Dow Jones Industrial Average declined over 5% in a two-day period. Rather than being... Read More »
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"Financial spring cleaning: 5 money moves to make this month https://t.co/pq5WIfQfxf"
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"What Will Retirement Look Like for Millennials? https://t.co/Ke2acGFNcH via @ThinkAdvisor"
- March 26, 2019
"Annual DALBAR study once again confirms that average "investors are often their own worst enemy..." https://t.co/wlVPY0IL1C"