Charitable Giving Basics
Jarrett B. Topel | Blog LinkWe have been getting more and more questions regarding charitable giving strategies reently, so I thought it might be helpful to put... Read More »
Episode 23: Information Overload
Jarrett B. Topel | Podcast LinkIn this episode we discuss information overload and how it is killing the average investor's returns
Preparing for an Amicable Divorce
Gavin L. DiStasi | Blog LinkNo one goes into their marriage thinking there’s a 50% chance they will get divorced, but the fact is that almost half of all marriages do... Read More »
Five Most Common Investing Mistakes
Jarrett B. Topel | Blog LinkAs 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 »
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 »
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"You Need More Time Outside, and You Can Fit It in Your Schedule https://t.co/4XqC1byfuA"
- May 21, 2019
"The Economy Is Strong and Inflation Is Low. That’s What Worries the Fed. https://t.co/SlkO0NM7UD"