Charitable Giving Basics
Jarrett B. Topel | Blog Link
We have been getting more and more questions regarding charitable giving strategies reently, so I thought it might be helpful to put together…
Read moreEpisode 24: College V Retirement
Gavin L. DiStasi | Podcast link
In this episode we discuss the choice between saving for college or saving for retirement.
Read moreEpisode 23: Information Overload
Jarrett B. Topel | Podcast link
In this episode we discuss information overload and how it is killing the average investor’s returns
Read morePreparing for an Amicable Divorce
Gavin L. DiStasi | Blog Link
No one goes into their marriage thinking there’s a 50% chance they will get divorced, but the fact is that almost half of…
Read moreFive Most Common Investing Mistakes
Jarrett B. Topel | Blog Link
As part of the financial industry for the past twenty-plus years I have seen a lot of things. Drawing on that experience, I…
Read moreEpisode 22: Stop And Smell The Roses
Gavin L. DiStasi | Podcast link
In this episode we discuss living for today versus planning for tomorrow
Read moreEpisode 21: Stock Market Lemonade
Jarrett B. Topel | Podcast link
In this episode we talk about turning stock market lemons into lemonade.
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