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 »

And This Too Shall Pass

Gavin L. DiStasi | Blog Link

I was having a conversation with a client earlier this week, and she mentioned to me that what we were living through at present was truly... Read More »

Podcast Episode 36: Does Refinancing Your Mortgage Make Sense

Jarrett B. Topel | Podcast Link

In this episode we discuss the pros and cons of refinancing

Podcast Episode 35: The Three Legged Stool

Gavin L. DiStasi | Podcast Link

In this episode we discuss the retirement planning concept of the Three Legged Stool

Trading Securities – Going Beyond a Simple Buy or Sell Order

Jarrett B. Topel | Blog Link

When it comes to buying and selling securities most people assume that there is really just one way to do so.  You can click “buy” or click... Read More »

Pages