| Topel & DiStasi Wealth Management

Episode 19: Don't Go Shopping Without a List

Jarrett B. Topel | Podcast Link

In this episode we discuss the benefits of having a financial plan

La Dolce Vita

Gavin L. DiStasi | Blog Link

An interesting thing happened last week when the Dow Jones Industrial Average declined over 5% in a two-day period. Rather than being... Read More »

Episode 18: A Big Day For Socially Responsible Investing

Gavin L. DiStasi | Podcast Link

In this episode we discuss a big announcement in the socially responsible investing marketplace.

MS Ride 2018 Wrap Up

Gavin L. DiStasi | Blog Link

On September 22nd & 23rd, for the fifth year running, Team Topel & DiStasi Wealth Management completed the two-day charity ride... Read More »

Episode 17: Employee Stock Purchase Plans

Jarrett B. Topel | Podcast Link

In this episode we discuss strategies for employee stock option/purchase plans.

Alimony & Acrimony

Gavin L. DiStasi | Blog Link

When the Tax Cuts and Jobs Act of 2017 was signed into law by President Trump on December 22, 2017, and rolled out to the American public,... Read More »

Join Topel & DiStasi Wealth Management at Bike MS: Waves to Wine 2018

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 »

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November 30, 2020

Year-End Tax-Planning Strategies

November 30, 2020

"In Their 20s and Saving for Retirement: How It Started, How It’s Going https://t.co/b5JiqrfHew"

November 30, 2020

"Biden to nominate Yellen, highlights diversity on econ team
https://t.co/6D8l0ppUFb"

November 27, 2020

"Black Friday is here — and it’s completely different - The Washington Post https://t.co/YxPJMPHhR0"

November 24, 2020

"Analysis: Carbon pricing rises as world's weapon of choice in climate fight https://t.co/YjZBhyi7DD"

November 24, 2020

"IRS Says ‘No’ to Tax Deductibility of PPP Loans via @401kspecmag https://t.co/aWPoXvVzAq"

November 23, 2020

"Corporate America is ready for a Biden presidency
https://t.co/rAHjJiGZTA"

November 23, 2020

"Cashless kids: Banks prepare for a new generation of spenders via @csmonitor https://t.co/E3rJnY3RoW"

November 18, 2020

"How Biden Could Help Save Retirement https://t.co/xaV81JE8xC via @ThinkAdvisor"

November 16, 2020

"Time to Take a Pledge: No Stocks if You’re a Member of Congress https://t.co/TAnKA1lNH6"

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