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 »
And This Too Shall Pass
Gavin L. DiStasi | Blog LinkI 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 »
Episode 36: Does Refinancing Your Mortgage Make Sense
Jarrett B. Topel | Podcast LinkIn this episode we discuss the pros and cons of refinancing
Episode 35: The Three Legged Stool
Gavin L. DiStasi | Podcast LinkIn 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 LinkWhen 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 »
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- August 31, 2020
"Analysis | Joe Biden’s claim that he won’t raise taxes on people making less than $400,000 https://t.co/Ph8oLv5WzI"
- August 27, 2020
"The 'rising stocks are ignoring the terrible economy' crowd is missing the clear reasons for the market's surge… https://t.co/MBsXAoBRg1"
- August 25, 2020
"Biden to Swap 401k Tax Breaks for Credits via @401kspecmag https://t.co/RVcPbVBiCD"
- August 21, 2020
"This Is the Beginning of the End of Cable TV as We Know It @themotleyfool #stocks $CMCS.A $T $DIS $AMZN $VIAC $CHTR… https://t.co/ySkMftJyZa"
- August 18, 2020
"Older Investors Are Seen as Patient. In Market Downturns, They’re Anything But. https://t.co/sBnNL0ejXP via @BarronsOnline"