Choosing Between a Traditional or Roth 401(K)

Gavin L. DiStasi | Blog Link

With the rise in the 401(k) plan as the primary retirement savings vehicle for American workers, has come a significant increase in the... Read More »

Podcast Episode 1: Risk & Volatility

Gavin L. DiStasi | Podcast Link

In this episode, we discuss the relationship between risk and volatility in investing.

TDWM Announcement - Leaving LPL to Form RIA at TD Ameritrade

Jarrett B. Topel | Blog Link

It is with great excitement that we here at Topel & DiStasi Wealth Management announce our decision to end our seven-year affiliation... Read More »

Join TDWM at Bike MS: Waves to Wine 2016

Gavin L. DiStasi | Blog Link

Multiple Sclerosis (MS) is a potentially debilitating disease which causes damage to the insulating covers of nerve cells in the brain and... Read More »

The Tax Consequences of Whole Life Insurance

Jarrett B. Topel | Blog Link

Deciding on whether to buy a life insurance policy usually comes down to choosing either permanent policies such as whole life insurance or... Read More »

Cash Is King

Gavin L. DiStasi | Blog Link

Without Adequate Cash Reserves, You’re Gambling — Not Investing Paying down high-interest revolving debt, such as credit card debt, and... Read More »

Financial Planning Should Be About the Journey and the Destination

Gavin L. DiStasi | Blog Link

In Carol S. Dweck’s groundbreaking book Mindset, there is a quote relating to people mired in what she calls the fixed mindset. “In the... Read More »

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