Your New Year Financial Checklist for Smarter Decisions
Start the year with a smarter financial plan. Learn key tax, investment, and planning checkpoints to review now for a more confident year ahead.
A New Chapter for Gasima
We’ve rebranded as Gasima Financial, expanding our services to make wealth management simpler, smarter, and fully aligned with your goals.
The Entrepreneur’s Challenge: Balancing Business and Personal Finance
Is your business growth costing you your personal financial future? Learn how to stay on track and achieve your goals.
Understanding Alternative Assets: Beyond the Stock Market
TRANSCRIPT: Hey everyone, here today to discuss the use of alternative assets in your portfolio. I know that sounds like a mouthful, and I can see all the eyes out there rolling right now. However, whether you know it or not, essentially most people that even have the most basic form of portfolio management, whether […]
Market Insights: Navigating Today’s Opportunities
Don’t invest in the stock market. It’s a scam. I can’t tell you how many people I have talked to who are really scared of what’s going on with stock market racing to all-time highs. But the fact is, that every major dip over the last decades, plus the great financial recession, COVID, and world […]
Why Estate Planning Matters for Everyone–Including You
Learn the essentials of estate planning in Tony Pacione’s latest video with Joe Lento of Perennial Estate Planning.
Gasima Launches New Tax Prep Services in Partnership with Russ Khederian, CPA
Russ Guderian, CPA, joins Gasima to bring you comprehensive tax prep, consulting, and tax-efficient portfolio management services.
Why Trusts Are Essential for Every Family
Learn how to strategically plan for your legacy with special needs trusts, avoiding probate and preserving wealth for loved ones
Understanding Your Investing Lifecycle: Where to Start
Understanding the investing life cycle starts early with the choices between spending, saving, or investing, shaping financial behavior for life.
The Rise of Liquid Death with Marisa Bertha
Join Matt Yu as he interviews Marisa Bertha from Liquid Death, exploring her journey, the company’s bold strategies, and future growth plans.