The Three Little Pigs

Jarrett B. Topel | Blog Link

Humans are not rational, particularly when it comes to investing.  Knowing that, is there a way to make this fact work to our advantage as... Read More »

Podcast Episode 19: Don't Go Shopping Without a List

Jarrett B. Topel | Podcast Link

In this episode we discuss the benefits of having a financial plan

La Dolce Vita

Gavin L. DiStasi | Blog Link

An interesting thing happened last week when the Dow Jones Industrial Average declined over 5% in a two-day period. Rather than being... Read More »

Podcast Episode 18: A Big Day For Socially Responsible Investing

Gavin L. DiStasi | Podcast Link

In this episode we discuss a big announcement in the socially responsible investing marketplace.

MS Ride 2018 Wrap Up

Gavin L. DiStasi | Blog Link

On September 22nd & 23rd, for the fifth year running, Team Topel & DiStasi Wealth Management completed the two-day charity ride... Read More »

Podcast Episode 17: Employee Stock Purchase Plans

Jarrett B. Topel | Podcast Link

In this episode we discuss strategies for employee stock option/purchase plans.

Alimony & Acrimony

Gavin L. DiStasi | Blog Link

When the Tax Cuts and Jobs Act of 2017 was signed into law by President Trump on December 22, 2017, and rolled out to the American public,... Read More »

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