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 »

Podcast 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 »

Podcast 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 »

Podcast 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 »

Pages