Podcast Episode 29: Managing Client Conflict

Gavin L. DiStasi | Podcast Link

In this episode we discuss how to manage clients in conflict

Market-Quake Preparedness

Jarrett B. Topel | Blog Link

It seems that everywhere you turn these days, someone is predicting the next major downturn for the stock market. And you know what? Most... Read More »

Podcast Episode 28: How To Sail Your Investments

Jarrett B. Topel | Podcast Link

In this episode we discuss the similarities of investing and sailing

Roth IRA Conversions - What to Consider

Gavin L. DiStasi | Blog Link

We’ve been getting a number of questions about Roth IRA conversions lately, and although we have covered this issue in the past, we thought... Read More »

Podcast Episode 27: Farewell, Richard

Gavin L. DiStasi | Podcast Link

In this episode we remember Dr. Richard Topel

Join Topel & DiStasi Wealth Management at Bike MS: Waves to Wine 2019

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 26: Collaborative Divorce-What Is It?

Gavin L. DiStasi | Podcast Link

In this episode we talk about the collaborative divorce process

Pages