Episode 30: Wills, Trusts And Other Fun Stuff
Jarrett B. Topel | Podcast LinkIn this episode we discuss the role of estate planning in comprehensive financial planning.
MS Ride Wrap Up
Gavin L. DiStasi | Blog LinkOn September 21st & 22nd, for the sixth year running, Team Topel & DiStasi Wealth Management completed the two-day charity ride... Read More »
Episode 29: Managing Client Conflict
Gavin L. DiStasi | Podcast LinkIn this episode we discuss how to manage clients in conflict
Market-Quake Preparedness
Jarrett B. Topel | Blog LinkIt 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 »
Episode 28: How To Sail Your Investments
Jarrett B. Topel | Podcast LinkIn this episode we discuss the similarities of investing and sailing
Roth IRA Conversions - What to Consider
Gavin L. DiStasi | Blog LinkWe’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 »
Episode 27: Farewell, Richard
Gavin L. DiStasi | Podcast LinkIn this episode we remember Dr. Richard Topel
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- October 17, 2019
"Brexit deal agreed as EU leaders endorse Boris Johnson's plan https://t.co/jwfawlm41W"
- October 11, 2019
"The Top 17 Investing Quotes of All Time https://t.co/UZxGUKcu5g via @investopedia"
- October 10, 2019
"Social Security COLA for 2020 will be 1.6 percent https://t.co/QWGqSZwBRV via @investmentnews"
- October 09, 2019
"For the first time in history, U.S. billionaires paid a lower tax rate than the working class last year https://t.co/a8fME5H200"
- October 03, 2019
"Good news, fund managers. AI isn’t ready to take your jobs—yet https://t.co/avbvp7XbqQ via @markets"
- September 30, 2019
"History shows presidential impeachment usually doesn’t move the stock market https://t.co/HZW17dLowQ"