If it seems too good to be true…it probably is

Gavin L. DiStasi | Blog Link

In late 1999, as I was starting my career in financial services, I went to play a round of golf with a good…

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Episode 46: CA Proposition 19

Gavin L. DiStasi | Podcast link

In this episode we discuss CA Proposition 19

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Investing 101 – Back to the Basics

Jarrett B. Topel | Blog Link

Sometimes we all need a good reminder of the basics.  When I talk with friends, family and clients about investing and financial planning, I…

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Episode 45: New Year's Financial Resolutions

Jarrett B. Topel | Podcast link

In this episode we discuss financial resolutions for the new year

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Top 5 Financial Errors Couples Make When Divorcing

Gavin L. DiStasi | Blog Link

I recently gave a workshop for couples who are considering divorce and was asked “what are the biggest financial errors couples make when…

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Year-End Tax-Planning Strategies

Gavin L. DiStasi | Blog Link

As we come to the end of another year, it is time once again to starting thinking about taxes.  And while most of…

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Episode 44: Hopeful

Gavin L. DiStasi | Podcast link

In this episode we discuss what we’re thankful and hopeful for in this holiday season

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