| Topel & DiStasi Wealth Management

Episode 30: Wills, Trusts And Other Fun Stuff

Jarrett B. Topel | Podcast Link

In this episode we discuss the role of estate planning in comprehensive financial planning.

MS Ride Wrap Up

Gavin L. DiStasi | Blog Link

On September 21st & 22nd, for the sixth year running, Team Topel & DiStasi Wealth Management completed the two-day charity ride... Read More »

Episode 29: Managing Client Conflict

Gavin L. DiStasi | Podcast Link

In this episode we discuss how to manage clients in conflict

Market-Quake Preparedness

Jarrett B. Topel | Blog Link

It seems that everywhere you turn these days, someone is predicting the next major downturn for the stock market. And you know what? Most... Read More »

Episode 28: How To Sail Your Investments

Jarrett B. Topel | Podcast Link

In this episode we discuss the similarities of investing and sailing

Roth IRA Conversions - What to Consider

Gavin L. DiStasi | Blog Link

We’ve been getting a number of questions about Roth IRA conversions lately, and although we have covered this issue in the past, we thought... Read More »

Episode 27: Farewell, Richard

Gavin L. DiStasi | Podcast Link

In this episode we remember Dr. Richard Topel

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April 13, 2021

"Consumer prices jump 0.6% in March, biggest gain since 2012
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April 06, 2021

"How Do Lower Mortgage Rates Affect Your Buying Power? https://t.co/iFb4G0ctDE"

April 06, 2021

"Preparing Your Heirs for Their Inheritance | The WealthAdvisor https://t.co/YeYryP63ng"

April 06, 2021

"Why cities are experimenting with giving people cash payments via @csmonitor https://t.co/tBjPuvDUQl"

April 02, 2021

"U.S. unemployment rate falls as job growth appears ready to take off - The Wall Street Journal https://t.co/gcpfBAZdpF"

April 01, 2021

"Biden infrastructure plan aims to boost economy’s productivity over time - The Wall Street Journal https://t.co/3djPseVPdD"

March 31, 2021

"Here Are The Big Issues Both Bosses And Workers Will Confront As Facebook, Microsoft, Uber And Other ... via @forbes https://t.co/dPQcHM55Lk"

March 31, 2021

"IRS pushes back deadline for IRA contributions --- here's when it is https://t.co/pItxfHV99R"

March 30, 2021

"Will the Most Important Voting-Rights Bill Since 1965 Die in the Senate? https://t.co/x4mQxcL9AG via @NewYorker"

March 29, 2021

"Here is a detailed picture of vaccination across the country. See where your county stands. https://t.co/gX0jNSDwem"

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