Author: Jarrett B. Topel

As we close out 2019 and get ready for a fresh start in 2020, it is time, once again, to...

Dec 20, 2019 7:48pm

Historically, there have been two separate and distinct strategies investors have used when investing in the stock market. One is...

Oct 29, 2019 10:01pm

It seems that everywhere you turn these days, someone is predicting the next major downturn for the stock market. And you...

Aug 28, 2019 8:50pm

Designating beneficiaries for your retirement accounts and life insurance policies is one of the most critical decisions you can make...

May 24, 2019 8:59pm

We have been getting more and more questions regarding charitable giving strategies reently, so I thought it might be helpful...

Mar 25, 2019 10:04pm

As part of the financial industry for the past twenty-plus years I have seen a lot of things. Drawing on...

Jan 31, 2019 11:43pm

Humans are not rational, particularly when it comes to investing. Knowing that, is there a way to make this fact...

Nov 30, 2018 12:08am

Summer is almost here, which means it's time to put away the kid’s school bags, and start packing for our...

May 30, 2018 5:30pm

For a consumer, the sheer number of titles currently in use by those of us in the financial services industry,...

Mar 23, 2018 7:05pm