Is it time to reverse your thinking on reverse mortgages?

Jarrett B. Topel | Blog Link

There are few terms in the finance industry more reviled in the minds of the general public, as “Reverse Mortgage”.  However, as is often... Read More »

Podcast Episode 6: Service & Empathy

Gavin L. DiStasi | Podcast Link

In this episode we discuss the importance of quality service and empathy for businesses.

3 Steps to Avoid Investing Mistakes

Gavin L. DiStasi | Blog Link

It seems everywhere you look these days in the financial media, the drumbeat for an impending market correction, or even recession, grows... Read More »

Podcast Episode 5: Pay Off Debt or Invest

Gavin L. DiStasi | Podcast Link

In this episode, we answer the question - "should I use my discretionary cash flow to pay off debt or invest for the future?"

Join Topel & DiStasi Wealth Management for Bike MS: Waves to Wine 2017

Gavin L. DiStasi | Blog Link

  For the fourth year in a row, Topel & DiStasi Wealth Management will be sponsoring a cycling team for Bike MS: Waves to Wine, held on... Read More »

Podcast Episode 4: Investing vs. Gambling

Gavin L. DiStasi | Podcast Link

In this episode, we discuss how to know the differences between investing and gambling.

Unintended Consequences: IRA Rollovers and the DOL Fiduciary Rule

Gavin L. DiStasi | Blog Link

There has been a great deal of media coverage and talk in the industry of late about the Department of Labor’s Fiduciary Rule, due largely... Read More »

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