Podcast Episode 18: A Big Day For Socially Responsible Investing

Gavin L. DiStasi | Podcast Link

In this episode we discuss a big announcement in the socially responsible investing marketplace.

MS Ride 2018 Wrap Up

Gavin L. DiStasi | Blog Link

On September 22nd & 23rd, for the fifth year running, Team Topel & DiStasi Wealth Management completed the two-day charity ride... Read More »

Podcast Episode 17: Employee Stock Purchase Plans

Jarrett B. Topel | Podcast Link

In this episode we discuss strategies for employee stock option/purchase plans.

Alimony & Acrimony

Gavin L. DiStasi | Blog Link

When the Tax Cuts and Jobs Act of 2017 was signed into law by President Trump on December 22, 2017, and rolled out to the American public,... Read More »

Join Topel & DiStasi Wealth Management at Bike MS: Waves to Wine 2018

Gavin L. DiStasi | Blog Link

Multiple Sclerosis (MS) is a potentially debilitating disease which causes damage to the insulating covers of nerve cells in the brain and... Read More »

Podcast Episode 16: Discretionary Spending - Experiences Vs Things

Gavin L. DiStasi | Podcast Link

In this episode we discuss the difference between spending on experiences versus material things.

Podcast Episode 15: Sequence Of Return Risk

Jarrett B. Topel | Podcast Link

In this episode we discuss sequence of return risk

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