Four Phases of a Financial Lifetime

Gavin L. DiStasi | Blog Link

As someone who has been working in the financial services industry, primarily focused on financial planning, for as long as I have, some... Read More »

Podcast Episode 12: To 83(b) Or Not To 83(b)

Gavin L. DiStasi | Podcast Link

In this episode we discuss the section 83(b) election

7 Things Your Advisor Should Review Annually

Jarrett B. Topel | Blog Link

For a consumer, the sheer number of titles currently in use by those of us in the financial services industry, must seem bewildering. Add... Read More »

Podcast Episode 11: What is Risk...Really?

Jarrett B. Topel | Podcast Link

In this episode we discuss the true meaning of risk.

And The Children Shall Lead Us

Gavin L. DiStasi | Blog Link

We here at Topel & DiStasi Wealth management have always made a concerted effort to avoid political discourse with our clients. The... Read More »

Podcast Episode 10: Critical Redundancy

Gavin L. DiStasi | Podcast Link

In this episode, we discuss the importance of the annual or semi-annual review meeting.

Are Women Better Investors than Men?

Gavin L. DiStasi | Blog Link

After a particularly long meeting recently, my business partner Jarrett emerged looking a little worn out and proclaimed that he no longer... Read More »

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