Gavin L. DiStasi's blog

Alimony & Acrimony

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, many of the provisions were widely known ahead of time, since they had been debated and argued over quite publicly in the preceding months. Much hand-wringing and scrutiny had occurred over many of the proposals, some of which made the cut, while others did not.

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

Multiple Sclerosis (MS) is a potentially debilitating disease which causes damage to the insulating covers of nerve cells in the brain and spinal cord, and for which there is no known cure.

MS is a disease which has closely affected the families of multiple members of our firm here at TDWM, and so, for the fifth year running, Topel & DiStasi Wealth Management is thrilled to once again be sponsoring a cycling team in this year’s Bike MS: Waves to Wine charity ride to benefit the National Multiple Sclerosis Society on September 22-23rd, 2018.

Intellectual Humility and Investing

“I only invest in real estate because it’s tangible,” or “the stock market is just too risky,” are examples of statements we hear often from potential clients in initial meetings. This is particularly so when one spouse or partner, has been convinced by the other to meet with a financial advisor. The statements themselves don’t particularly bother me, since they contain both shreds of truth and potential red-flags, depending on the circumstances.

Four Phases of a Financial Lifetime

As someone who has been working in the financial services industry, primarily focused on financial planning, for as long as I have, some patterns have started to emerge, patterns which define our journey through life from a financial standpoint. While it’s true that everyone’s experience in life is a little bit different, and each of our own financial odysseys are no exception, there are some discernable markers, if you will, that most of the clients we work with have passed through along the way.

And The Children Shall Lead Us

We here at Topel & DiStasi Wealth management have always made a concerted effort to avoid political discourse with our clients. The reason for that is mostly because we believe it generally doesn’t add any value to our primary mission here of helping our clients achieve their life goals and financial ambitions. But there are times when you have to stand up and say enough is enough, particularly if you have a platform, as we do. Because sometimes you just have to say: “This is what we stand for”, and let history judge if you were on the right side or not.

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