| Topel & DiStasi Wealth Management

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

Top Five (Financial) New Year’s Resolutions

Gavin L. DiStasi | Blog Link

As we roll headlong into 2018, it’s that time of year once again when we stop to reflect a bit about the things we’re grateful for, and... Read More »

Know What You Don't Know

Gavin L. DiStasi | Blog Link

One of the earliest, and most important lessons I learned when I became a Financial Advisor was that it’s ok to tell a client you don’t... Read More »

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January 23, 2020

"Social Security, Medicare ‘Easiest’ to Cut, Trump Says https://t.co/GY5JhKsx5b via @ThinkAdvisor"

January 22, 2020

"OK Boomer: It’s Time To Make Some Tough Choices via @forbes https://t.co/Yct3uz5j0z"

January 21, 2020

"You Really Can Lower Your Car Insurance Cost https://t.co/Uj0ZmKTI3Y"

January 15, 2020

"Selecting Income-Driven Repayment (IDR) Plans To Manage Student Loan Obligations [NEV] - https://t.co/yfA2K3ZAOs"

January 14, 2020

"Picking Winners Has Been the Biggest Loser https://t.co/PnHYsnvRdP"

January 13, 2020

"How to Get Socially Conscious Funds Into Your 401(k) https://t.co/38YJxCmRKY"

January 09, 2020

"Learning from a Bad Trade by @ritholtz https://t.co/gaDk1BJBSG"

January 06, 2020

"Pay Is Rising Fastest for Low Earners. One Reason? Minimum Wages. https://t.co/2Kufaw8UyI"

January 06, 2020

"What the ‘Father of 401(k)s’ Thinks of the Secure Act https://t.co/4wtbEaWgVc via @ThinkAdvisor"

December 31, 2019

"As 2010s conclude, investors have enjoyed bull market for the ages — but many Americans have been left out https://t.co/uOuNz2eO05"

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