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Delivering Financial Planning and Investment Management services to clients in Berkeley, Oakland and the Greater Bay Area for over 20 years. Contact us to see how Topel & DiStasi Wealth Management can provide you with a partner on your journey towards financial independence.
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Lions and Tigers and Bears, Oh My!
I had a client say to me the other day, “Gavin, I know it’s never a good idea to try…
Episode 91: Why Should I Hire A Financial Planner
In this episode we discuss the reasons one might need to hire a financial planner
A Must Read for All Investors – “Stocks for the Long Run” by Jeremy Siegel
When it comes to investing in the stock market, there is one book that consistently stands out as a must-read:…
Episode 90: Life Transitions
In this episode we discuss approaching and managing big life transitions
What Does An Investment Manager Do?
In our role as financial advisors, we often find it helpful to explain some of the different basic roles we…
Episode 89: How Much House Can You Afford
In this episode, we discuss the importance of determining how much you can really afford to spend on a home