Episode 53: Age Is Just A Number

Jarrett B. Topel | Podcast link

In this episode we discuss the role of age on your investment strategy

Read more

Investing vs. Gambling

Jarrett B. Topel | Blog Link

For many, the word “investing” is synonymous with the word “gambling.”  And, if you don’t invest the right way, I totally agree.  However,…

Read more

Episode 51: Active Indexing Portfolio Management

Jarrett B. Topel | Podcast link

In this episode we discuss the portfolio management technique known as ‘Active Indexing’.

Read more

Gavin’s Summer Reading List

Gavin L. DiStasi | Blog Link

As we enter a summer like none any of us has ever seen, it seems a little bit strange to be talking about…

Read more

Episode 50: The Basics of College Savings Plans

Gavin L. DiStasi | Podcast link

In this episode we discuss the basics of college savings vehicles

Read more

Take Advantage of Low-Income Years with Roth IRA Conversions

Jarrett B. Topel | Blog Link

We all love to make money, and usually, the more the better, right?  However, there can also be an unexpected up-side opportunity in…

Read more

Process Options for Divorcing Couples

Gavin L. DiStasi | Blog Link

For couples considering divorce, once one or both of you have decided to end the marriage, the single most important choice that will…

Read more
1 2 3 4 19