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
Join Topel & DiStasi Wealth Management at Bike MS: Waves to Wine 2019
Gavin L. DiStasi | Blog LinkMultiple Sclerosis (MS) is a potentially debilitating disease which causes damage to the insulating covers of nerve cells in the brain and... Read More »
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What's news
- January 06, 2020
"What the ‘Father of 401(k)s’ Thinks of the Secure Act https://t.co/4wtbEaWgVc via @ThinkAdvisor"
- December 31, 2019
"As 2010s conclude, investors have enjoyed bull market for the ages — but many Americans have been left out https://t.co/uOuNz2eO05"
- December 27, 2019
"From stock prices to Boeing, the economic highs and lows of 2019 https://t.co/Vx7ydgKvCW"
- December 26, 2019
"Want to reach your savings goal in 2020? Here’s what the research says will help - The Wall Street Journal https://t.co/7rxRliVVls"
- December 23, 2019
"Santa Didn’t Bring a Car? December Is the Best Month for Bargains https://t.co/58maKZn88A"
- December 20, 2019
"Here’s what you need to know about new rules pertaining to retirement-savings accounts https://t.co/qtNCZgyCRF via @WSJ"
- December 19, 2019
"Don't worry, it's not too late to save on this year's taxes https://t.co/IoiwKTpK9a"
- December 19, 2019
"The Six Most Binge-able Estate Planning Movies and Shows https://t.co/V0LJkBnYYs"
- December 18, 2019
"Congress Is Set To Pass the Secure Act. Here’s What It Will Mean for Your 401(k) and IRA. https://t.co/Hvr1P6rxZi via @BarronsOnline"