| Topel & DiStasi Wealth Management

Gavin's Summer Reading List

Gavin L. DiStasi | Blog Link

As hard as it is to believe, summer is once again drawing to a close, so it does seem a bit odd calling this blog my summer reading list.... Read More »

Episode 41: Stay In Your Lane

Jarrett B. Topel | Podcast Link

In this episode we discuss strategies for long-term investing

Episode 40: How To Avoid Tax Paralysis

Jarrett B. Topel | Podcast Link

In this episode we discuss the importance of tax diversification

Even Keel

Gavin L. DiStasi | Blog Link

On March 23rd, the S&P 500 hit an intraday low of 2191, which represented a decline of roughly 35 percent from its peak of 3393,... Read More »

Episode 39: Black Lives Matter

Gavin L. DiStasi | Podcast Link

In this episode we discuss our support for the Black Lives Matter movement

The Roth 401(K)

Jarrett B. Topel | Blog Link

Traditional Individual Retirement Accounts (IRAs) have been around for over 45 years. First created as part of the “Employees Retirement... Read More »

Pro Bono Financial Advice for Those Affected by COVID-19

Gavin L. DiStasi | Blog Link

In recent weeks, as it has become clear just how devastating the financial impacts of the Covid-19-related shutdowns and shelter-in-place... Read More »

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As seen on:

What's news

September 18, 2020

"U.S. consumer sentiment increased more than expected in early September to a six-month high https://t.co/RFfXIf46eK via @markets"

September 17, 2020

"Trump calls for stimulus payments and massive economic relief bill, upending Republicans’ more limited approach https://t.co/Wq94so6XJW"

September 16, 2020

"Is the economy running fast or slow? It depends where you look. via @csmonitor https://t.co/6HBztga1oK"

September 10, 2020

"How Covid-19 sparked a dividend drought for investors https://t.co/iT6hjjvrGr via @financialtimes"

September 09, 2020

"95-year-old billionaire Charlie Munger: The secret to a long and happy life is 'so simple' https://t.co/Bo6vDySpYN"

September 09, 2020

"How a pandemic exposed – and may help fix – inequalities in education via @csmonitor https://t.co/HU22ybvW9J"

September 08, 2020

"https://t.co/iiK0LCDTYK"

September 03, 2020

"The Rising Tide of the Roth 401k via @401kspecmag https://t.co/d1S5fXSwXP"

September 01, 2020

"2021 Social Security COLA Prospects Improving? via @401kspecmag https://t.co/87ydYmrJ8Y"

August 31, 2020

"Here’s How Moving to Work Remotely Could Affect Your Taxes https://t.co/G5l3J9OA5z"

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