Year-End Tax-Planning Strategies

Jarrett B. Topel | Blog Link

As we come to the end of another year, it is time once again to starting thinking about taxes.  And while most of us would prefer to put... Read More »

Podcast Episode 44: Hopeful

Gavin L. DiStasi | Podcast Link

In this episode we discuss what we're thankful and hopeful for in this holiday season

The Not MS Ride Wrap Up

Gavin L. DiStasi | Blog Link

Normally this time of year, I would be writing a post-mortem blog post about our recently completed MS Ride: Waves to Wine charity event in... Read More »

Podcast Episode 43: Reverse Your Thinking On Reverse Mortgages

Jarrett B. Topel | Podcast Link

In this episode we discuss the pros and cons of reverse mortgages

Podcast Episode 42: Do Presidential Elections Move Markets

Gavin L. DiStasi | Podcast Link

In this episode we discuss whether presidential elections move the markets

The Point of Points

Jarrett B. Topel | Blog Link

It seems that everyone I talk with these days is either in the middle of refinancing their mortgage, or wondering if they should do so. ... Read More »

Gavin's Summer Reading List

Gavin L. DiStasi | Blog Link

As hard as it is to believe, summer is once again drawing to a close, so it does seem a bit odd calling this blog my summer reading list.... Read More »

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