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Lions and Tigers and Bears, Oh My!

Gavin L. DiStasi

I had a client say to me the other day, “Gavin, I know it’s never a good idea to try to time the…

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Episode 91: Why Should I Hire A Financial Planner

Jarrett B. Topel

In this episode we discuss the reasons one might need to hire a financial planner

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A Must Read for All Investors – “Stocks for the Long Run” by Jeremy Siegel

Jarrett B. Topel

When it comes to investing in the stock market, there is one book that consistently stands out as a must-read: “Stocks for the…

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Episode 90: Life Transitions

Gavin L. DiStasi

In this episode we discuss approaching and managing big life transitions

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What Does An Investment Manager Do?

Gavin L. DiStasi

In our role as financial advisors, we often find it helpful to explain some of the different basic roles we play in our…

Episode 89: How Much House Can You Afford

Jarrett B. Topel

In this episode, we discuss the importance of determining how much you can really afford to spend on a home

Financial Literacy for the Next Generation

Jarrett B. Topel

As parents, we do our best to teach our kids about the world and how to navigate their way to a happy, successful…

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