Episode 10: Critical Redundancy
Gavin L. DiStasi | Podcast LinkIn this episode, we discuss the importance of the annual or semi-annual review meeting.
Are Women Better Investors than Men?
Gavin L. DiStasi | Blog LinkAfter a particularly long meeting recently, my business partner Jarrett emerged looking a little worn out and proclaimed that he no longer... Read More »
Episode 9: The Good Stuff
Jarrett B. Topel | Podcast LinkIn this episode, we try to give an optimistic (numbers based) view of the world these days
Top Five (Financial) New Year’s Resolutions
Gavin L. DiStasi | Blog LinkAs we roll headlong into 2018, it’s that time of year once again when we stop to reflect a bit about the things we’re grateful for, and... Read More »
Know What You Don't Know
Gavin L. DiStasi | Blog LinkOne of the earliest, and most important lessons I learned when I became a Financial Advisor was that it’s ok to tell a client you don’t... Read More »
Episode 8: Winter Is Coming
Gavin L. DiStasi | Podcast LinkIn this episode, we discuss the changing market cycles
Episode 7: Plan & Prepare...Don't Predict
Jarrett B. Topel | Podcast LinkIn this episode we discuss how to prepare for inevitable market downturns
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"What Will Retirement Look Like for Millennials? https://t.co/Ke2acGFNcH via @ThinkAdvisor"