| Topel & DiStasi Wealth Management

Episode 12: To 83(b) Or Not To 83(b)

Gavin L. DiStasi | Podcast Link

In this episode we discuss the section 83(b) election

7 Things Your Advisor Should Review Annually

Jarrett B. Topel | Blog Link

For a consumer, the sheer number of titles currently in use by those of us in the financial services industry, must seem bewildering. Add... Read More »

Episode 11: What is Risk...Really?

Jarrett B. Topel | Podcast Link

In this episode we discuss the true meaning of risk.

And The Children Shall Lead Us

Gavin L. DiStasi | Blog Link

We here at Topel & DiStasi Wealth management have always made a concerted effort to avoid political discourse with our clients. The... Read More »

Episode 10: Critical Redundancy

Gavin L. DiStasi | Podcast Link

In this episode, we discuss the importance of the annual or semi-annual review meeting.

Are Women Better Investors than Men?

Gavin L. DiStasi | Blog Link

After a particularly long meeting recently, my business partner Jarrett emerged looking a little worn out and proclaimed that he no longer... Read More »

Episode 9: The Good Stuff

Jarrett B. Topel | Podcast Link

In this episode, we try to give an optimistic (numbers based) view of the world these days

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As seen on:

What's news

August 06, 2019

"China trade fight seen dragging on through 2020 in threat to economy, Trump reelection https://t.co/HQ6pDc3Ckn"

July 31, 2019

"The argument for a Fed rate cut in a strong economy - CNN https://t.co/abXmTo5gOy"

July 29, 2019

Roth IRA Conversions - What to Consider

July 29, 2019

"Divorce Destroys Finances Of Americans Over 50, Studies Show https://t.co/TNMSE3rQwF"

July 24, 2019

"A Cloudy Future for Pot ETFs https://t.co/MQrVFbXxtu"

July 18, 2019

"Scientists say spending habits reflect key personality traits - CBS News https://t.co/OMghAYJSIv"

July 17, 2019

"Most Millionaires Don't Consider Themselves Wealthy: Ameriprise Survey https://t.co/b2X1iOmCpm via @ThinkAdvisor"

July 08, 2019

"The Good News: The Job Market Is Solid. The Bad News: The Job Market Is Solid. https://t.co/Rzh8JNlyDX"

July 03, 2019

"The quiet campaign to reinstate the gold standard is getting louder - Quartz https://t.co/jg8b4DQdL8"

June 28, 2019

"“Rainbow retail” big during Pride Month — but what about rest of year? - CBS News https://t.co/9lN4BhSY7j"

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