Author: Gavin L. DiStasi

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The Not MS Ride Wrap Up

Normally this time of year, I would be writing a post-mortem blog post about our recently completed MS Ride: Waves...

The Point of Points

It seems that everyone I talk with these days is either in the middle of refinancing their mortgage, or wondering...

Gavin’s Summer Reading List

As hard as it is to believe, summer is once again drawing to a close, so it does seem a...

Even Keel

On March 23rd, the S&P 500 hit an intraday low of 2191, which represented a decline of roughly 35 percent...

Pro Bono Financial Advice for Those Affected by COVID-19

In recent weeks, as it has become clear just how devastating the financial impacts of the Covid-19-related shutdowns and shelter-in-place...

And This Too Shall Pass

I was having a conversation with a client earlier this week, and she mentioned to me that what we were...

Per Capita vs. Per Stirpes

Much has been written on this blog and in other financial publications, about the importance of beneficiary designations in retirement...

Thankful

With the Thanksgiving holiday upon us this week, it is naturally the time of year when you get inundated with...

MS Ride Wrap Up

On September 21st & 22nd, for the sixth year running, Team Topel & DiStasi Wealth Management completed the two-day charity...
  1. Episode 113: Trump Accounts 8:54
  2. Episode 112: The Emotional Transition Into Retirement 00:08:48
  3. Episode 111: Be Tax Smart, Not Tax Scared 00:10:09
  4. Episode 110: FOMO and Investing
  5. Episode 109: The Market Crash Is Coming - Someday