The Tax Consequences of Whole Life Insurance

Jarrett B. Topel | Blog Link

Deciding on whether to buy a life insurance policy usually comes down to choosing either permanent policies such as whole life insurance or... Read More »

Cash Is King

Gavin L. DiStasi | Blog Link

Without Adequate Cash Reserves, You’re Gambling — Not Investing Paying down high-interest revolving debt, such as credit card debt, and... Read More »

Financial Planning Should Be About the Journey and the Destination

Gavin L. DiStasi | Blog Link

In Carol S. Dweck’s groundbreaking book Mindset, there is a quote relating to people mired in what she calls the fixed mindset. “In the... Read More »

Investors Shouldn't Give In To Messages of Fear

Gavin L. DiStasi | Blog Link

I like to watch Bloomberg TV in the morning as I’m getting ready for work. It’s a way to mentally prepare for the day, and get a sense of... Read More »

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 »

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