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…

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Episode 24: College V Retirement

Gavin L. DiStasi | Podcast link

In this episode we discuss the choice between saving for college or saving for retirement.

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Episode 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

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Preparing 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…

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Five 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…

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Episode 22: Stop And Smell The Roses

Gavin L. DiStasi | Podcast link

In this episode we discuss living for today versus planning for tomorrow

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Episode 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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