Episode 5: Pay Off Debt or Invest
Gavin L. DiStasi | Podcast LinkIn this episode, we answer the question - "should I use my discretionary cash flow to pay off debt or invest for the future?"
Join Topel & DiStasi Wealth Management for Bike MS: Waves to Wine 2017
Gavin L. DiStasi | Blog LinkFor the fourth year in a row, Topel & DiStasi Wealth Management will be sponsoring a cycling team for Bike MS: Waves to Wine, held on... Read More »
Episode 4: Investing vs. Gambling
Jarrett B. Topel | Podcast LinkIn this episode, we discuss how to know the differences between investing and gambling.
Unintended Consequences: IRA Rollovers and the DOL Fiduciary Rule
Gavin L. DiStasi | Blog LinkThere has been a great deal of media coverage and talk in the industry of late about the Department of Labor’s Fiduciary Rule, due largely... Read More »
Stay in your own lane - Investing in traffic
Jarrett B. Topel | Blog LinkI love living in the Bay Area, and in my view, there are very few drawbacks to calling this part of the world home. Now I am certainly... Read More »
Episode 3: Charity
Gavin L. DiStasi | Podcast LinkIn this episode, we discuss some thoughts on philanthropy and true charity
Annuities Are Like Air-Bags For Your Portfolio
Jarrett B. Topel | Blog LinkThe concept of an annuity, a promise by one party to make a series of payments of a specific value to another for a given period of time,... Read More »
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- May 21, 2019
"The Economy Is Strong and Inflation Is Low. That’s What Worries the Fed. https://t.co/SlkO0NM7UD"
- May 10, 2019
"Perspectives: Elizabeth Warren: Americans don't need cliché financial advice. They just need to be paid more @CNN https://t.co/9rnFso8fHA"
- April 26, 2019
"Stocks are at an all-time high. Here's what stopped the last 12 bull markets @CNN https://t.co/V4WTMjqIFO"