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
Is it time to reverse your thinking on reverse mortgages?
Jarrett B. Topel | Blog LinkThere are few terms in the finance industry more reviled in the minds of the general public, as “Reverse Mortgage”. However, as is often... Read More »
Episode 6: Service & Empathy
Gavin L. DiStasi | Podcast LinkIn this episode we discuss the importance of quality service and empathy for businesses.
3 Steps to Avoid Investing Mistakes
Gavin L. DiStasi | Blog LinkIt seems everywhere you look these days in the financial media, the drumbeat for an impending market correction, or even recession, grows... Read More »
Episode 5: Pay Off Debt or Invest
Gavin L. DiStasi | Podcast LinkIn this episode, we answer the question - "should I use my discretionary cash flow to pay off debt or invest for the future?"
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What's news
- August 19, 2019
"The new commonplace: Six charts that explain the state of markets https://t.co/H8t5MkwC2V via @TheEconomist"
- August 17, 2019
"What’s the Deal With That Inverted Yield Curve? A Sports Analogy Might Help https://t.co/O3s08bFfVW"
- August 13, 2019
"Globalization is a force both more powerful and ancient than Trump https://t.co/lFXEE4mhZZ via @bbgvisualdata"
- August 07, 2019
"4 Reasons Parents Don’t Discuss Money (and Why They Should) https://t.co/K0dnv9tRUv"