| Topel & DiStasi Wealth Management

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 »

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 »

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 »

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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February 08, 2019

"5 common tax misconceptions to avoid @CNN https://t.co/CFxegF1OBq"

February 07, 2019

"Met some really impressive #RIANextGen young people last night at #NationalLINC The future of financial planning lo… https://t.co/BNRSy628qV"

February 05, 2019

"After Burst of Holiday Spending, a Plan for a ‘Frugal February’ https://t.co/H3cIHMSPyA"

January 31, 2019

Five Most Common Investing Mistakes

January 31, 2019

Five Most Common Investing Mistakes

January 29, 2019

"Davos panel on inequality becomes discussion about the very rich ‘paying their fair share' https://t.co/o1KP5LROE2"

January 29, 2019

"Where a six-figure salary is a must for home buyers https://t.co/ZGJeA8XSY4"

January 24, 2019

"Next year, the US will export more energy than it imports. That hasn't happened since 1953 @CNN https://t.co/uaSpXJfR7v"

January 22, 2019

"The Things John Bogle Taught Us: Humility, Ethics and Simplicity https://t.co/OrtvnG6QB7"

January 17, 2019

"What happens when a couple avoids talking about money at all costs https://t.co/yExCjEwYoa"

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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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