Author: Gavin L. DiStasi

a stock ticker screen

Lions and Tigers and Bears, Oh My!

I had a client say to me the other day, “Gavin, I know it’s never a good idea to try...

What Does An Investment Manager Do?

In our role as financial advisors, we often find it helpful to explain some of the different basic roles we...

Retiring Abroad: Things to Consider Before Making the Leap

In recent years, an increasing number of Americans have been choosing to retire abroad, seeking a blend of adventure, lower...

Gavin’s Summer Reading List (2024)

Now that tax season has concluded and the weather has finally started to improve, I find myself looking towards another...

Money, Marriage & Divorce

For anyone who works with divorcing couples, the fact that money often plays a major role in either the deterioration...

Retirement Plan Limits & Federal Tax-Bracket Changes for 2024

As we wrap up another year, it is time, once again, to turn our thoughts to taxes and tax-planning for...

Taxation of Home Sales

The taxation rules relating to selling a home are fairly simple. Be it your primary home or an investment property,...

The Day is Finally Upon Us

Nearly three years after the merger between TD Ameritrade and Charles Schwab was first announced, the time has finally come...

Gavin’s Summer Reading List (2023)

As we enter a summer once again, I find myself looking forward to a much needed vacation, not least because...
  1. Episode 106: When Strong Markets Breed Confidence - Beware! 7:50
  2. Episode 105: Start the New Year Right 7:24
  3. Episode 104: Thankful 4:55
  4. Episode 103: What Pickleball Can Teach Us About Investing 6:42
  5. Episode 102: Socially Responsible vs Traditional Investing 8:46
  6. Episode 101: Back to School, Back to College Savings Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 10:28
  7. Episode 100: Volatility is Still Not Risk Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 8:41
  8. Episode 99: Investing is like gardening - So, let it grow Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 5:27
  9. Investing 101 - The Basics Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 6:38
  10. Predict Less, Plan More Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 8:34
  11. Strategies for Investing in Volatile Markets 9:21
  12. Dividends are worthless, but perhaps, still worthwhile 6:47
  13. Monday Blues 8:10
  14. Maxing Out for 2025 8:52
  15. The Time Is Now 9:00
  16. Why Should I Hire a Financial Advisor 8:52
  17. Life Transitions 8:16
  18. How Much House Can You Afford 7:59
  19. Do Presidential Elections Move Markets 7:50
  20. Stock Splits 2.0 5:15
  21. Why should I Hire A Financial Planner 8:57
  22. How to Take Advantage of Low Income Years 9:09
  23. Converting 529 Plan Balances to a Roth IRA 5:46
  24. Common Questions.. 10:42
  25. The New FAFSA 7:41
  26. Five Common Investing Mistakes 8:41