Author: Gavin L. DiStasi

The Paradox of Choice in Investing: When More Options Lead to Worse Decisions

Walk into a grocery store looking for olive oil and you may encounter an entire aisle of choices - Extra...

Why Smart People Still Make Bad Financial Decisions

Most people assume that intelligence and financial success go hand in hand. After all, if someone is highly educated, successful...

I Joined My Company 401(K) Plan…Now What?

“I just joined my company 401(K) and I’m a little nervous because I’ve never run that far before” I recently...

Estate Planning Basics: A Smart Way To Start The New Year

With a new year almost upon us, many people are refocusing on goals that may have been set aside during...

It’s That Time of Year Again – The FAFSA

With the recent return of autumn, the annual ritual for college-bound students of filling out the Free Application for Federal...

The Meaning of True Wealth: Buying Back Your Time

When most people hear the word “wealth,” their minds immediately turn to money, possessions, and the outward symbols of financial...

Investing With Purpose: The Basics of Socially Responsible and Impact Investing

In recent decades, the landscape of investing has undergone a quiet yet powerful transformation. Beyond just seeking profits, a growing...

The Essentials of Retirement Planning: Building the Life You Deserve

Retirement is not just the end of a career—it’s the beginning of a new chapter. It’s a time to rediscover...

What is the Value of a Financial Advisor?

When starting out as a financial advisor, one of the more difficult processes one must go through is defining the...