Author: Jarrett B. Topel

a stock ticker screen

The CARES Act

In late March, the senate and the President of the United States passed a $2 trillion stimulus package to help...

Trading Securities – Going Beyond a Simple Buy or Sell Order

When it comes to buying and selling securities most people assume that there is really just one way to do...

New Year’s Financial Resolutions

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

Active Indexing

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

Market-Quake Preparedness

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

Beneficiary Bungle

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

Charitable Giving Basics

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

Five Most Common Investing Mistakes

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

The Three Little Pigs

Humans are not rational, particularly when it comes to investing.  Knowing that, is there a way to make this fact...
  1. Episode 114: Why People Avoid Financial Planning 7:02
  2. Episode 113: Trump Accounts 8:54
  3. Episode 112: The Emotional Transition Into Retirement 00:08:48
  4. Episode 111: Be Tax Smart, Not Tax Scared 00:10:09
  5. Episode 110: FOMO and Investing