Podcasts

David Hackworthy, Frank Gambino, CFA and Joe McNeil, CFP® discuss the origins of Isthmus Partners, LLC and how the firm has delivered strong returns and peace of mind to its...

In this episode, Frank and David discuss the firm’s equity philosophy and investment process and how the firm distinguishes itself from other investment managers.

In this episode, Joe McNeil, CFP® and Bruce Fox discuss how a comprehensive, personalized financial plan can help individuals, at all life stages, achieve their financial goals.

Founding Partner, Chief Equity Strategist, and Portfolio Manager Frank Gambino, CFA, and Partner, and Senior Equity Analyst & Portfolio Manager,  Jeremy Baier, CFA cover several of the firm’s thought leadership...

In this episode, David and Joe discuss two relevant case studies. The first case study dives into answering the question, “When can I retire?”. The second case study discusses financial...