Don’t Go Shopping Without a List

Jarrett B. Topel | Blog Link

Have you ever gone to the grocery store without a list?  If so, you probably know the following things are highly likely: 1. We spend a lot... Read More »

5 Ways to Keep Calm, Carry On in a Volatile Market

Gavin L. DiStasi | Blog Link

The first four trading days of 2016 were the worst to start a year in the history of the S&P 500, and the volatility continues to take... Read More »

6 Questions To Ask A Potential Financial Advisor

Jarrett B. Topel | Blog Link

A few weeks ago a new, potential client came in to meet with me. He was armed with a list of questions. After discussing his situation for... Read More »

Rise Of The Machines

Gavin L. DiStasi | Blog Link

The rise of the robo advisor in recent years, and particularly the increase in visibility of these new automated offerings in the past few... Read More »

What Guacamole Can Teach Us About Market Volatility

Jarrett B. Topel | Blog Link

It’s important to remember, particularly in times of increased volatility, that the stock market is called that because it is, in fact, a... Read More »
Mai Tai

How to enjoy an $18 Mai-Tai

Jarrett B. Topel | Blog Link

As a financial advisor1, I often hear people express a common sentiment that goes something like this: “I want to enjoy the now. I... Read More »
Spock Financial

Even Mr. Spock Could Use a Financial Plan

Jarrett B. Topel | Blog Link

As I worked towards my undergraduate degree in finance, then my Certified Financial Planner® designation, and finally my Masters in... Read More »

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