| Topel & DiStasi Wealth Management

New Year’s Financial Resolutions

Jarrett B. Topel | Blog Link

As we close out 2019 and get ready for a fresh start in 2020, it is time, once again, to talk about New Year’s resolutions. Despite the... Read More »

Episode 32: Charitable Giving Age 70 1/2

Jarrett B. Topel | Podcast Link

In this episode we discuss charitable giving strategies once you reach age 70 1/2

Thankful

Gavin L. DiStasi | Blog Link

With the Thanksgiving holiday upon us this week, it is naturally the time of year when you get inundated with the “what I’m thankful for”... Read More »

Episode 31: Why Spousal Support Is The Most Difficult Issue To Negotiate In A Divorce

Gavin L. DiStasi | Podcast Link

In this episode we discuss spousal support, and the difficulty in negotiating this issue in a divorce

Active Indexing

Jarrett B. Topel | Blog Link

Historically, there have been two separate and distinct strategies investors have used when investing in the stock market. One is called “... Read More »

Episode 30: Wills, Trusts And Other Fun Stuff

Jarrett B. Topel | Podcast Link

In this episode we discuss the role of estate planning in comprehensive financial planning.

MS Ride Wrap Up

Gavin L. DiStasi | Blog Link

On September 21st & 22nd, for the sixth year running, Team Topel & DiStasi Wealth Management completed the two-day charity ride... Read More »

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March 12, 2020

"Our advice has not (and will not) change. The most dangerous words in investing are “It is different this time…”.… https://t.co/YnW9Etw9Lo"

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Topel & DiStasi Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Topel & DiStasi Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Topel & DiStasi Wealth Management, LLC unless a client service agreement is in place.
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