| Topel & DiStasi Wealth Management

Episode 36: Does Refinancing Your Mortgage Make Sense

Jarrett B. Topel | Podcast Link

In this episode we discuss the pros and cons of refinancing

Episode 35: The Three Legged Stool

Gavin L. DiStasi | Podcast Link

In this episode we discuss the retirement planning concept of the Three Legged Stool

Trading Securities – Going Beyond a Simple Buy or Sell Order

Jarrett B. Topel | Blog Link

When it comes to buying and selling securities most people assume that there is really just one way to do so. You can click “buy” or click... Read More »

Episode 34: The Secure Act

Jarrett B. Topel | Podcast Link

In this episode we discuss the provisions of The Secure Act

Per Capita vs. Per Stirpes

Gavin L. DiStasi | Blog Link

Much has been written on this blog and in other financial publications, about the importance of beneficiary designations in retirement... Read More »

Episode 33: The Charles Schwab - TD Ameritrade Merger

Gavin L. DiStasi | Podcast Link

In this episode we discuss the recently announced merger of Charles Schwab and TD Ameritrade

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 »

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June 15, 2020

"Supreme Court says gay, transgender workers are protected by federal law forbidding discrimination on the basis of… https://t.co/l3lk5fwQrc"

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June 01, 2020

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May 31, 2020

Pro Bono Financial Advice for Those Affected by COVID-19

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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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