Author: Gavin L. DiStasi

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Intellectual Humility and Investing

“I only invest in real estate because it’s tangible,” or “the stock market is just too risky,” are examples of...

Four Phases of a Financial Lifetime

As someone who has been working in the financial services industry, primarily focused on financial planning, for as long as...
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And The Children Shall Lead Us

We here at Topel & DiStasi Wealth management have always made a concerted effort to avoid political discourse with our...
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Are Women Better Investors than Men?

After a particularly long meeting recently, my business partner Jarrett emerged looking a little worn out and proclaimed that he...

Top Five (Financial) New Year’s Resolutions

As we roll headlong into 2018, it’s that time of year once again when we stop to reflect a bit...
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Know What You Don’t Know

One of the earliest, and most important lessons I learned when I became a Financial Advisor was that it’s ok...
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3 Steps to Avoid Investing Mistakes

It seems everywhere you look these days in the financial media, the drumbeat for an impending market correction, or even...
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Join Topel & DiStasi Wealth Management for Bike MS: Waves to Wine 2017

  For the fourth year in a row, Topel & DiStasi Wealth Management will be sponsoring a cycling team for...
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Unintended Consequences: IRA Rollovers and the DOL Fiduciary Rule

There has been a great deal of media coverage and talk in the industry of late about the Department of...
  1. Episode 114: Why People Avoid Financial Planning 7:02
  2. Episode 113: Trump Accounts 8:54
  3. Episode 112: The Emotional Transition Into Retirement 00:08:48
  4. Episode 111: Be Tax Smart, Not Tax Scared 00:10:09
  5. Episode 110: FOMO and Investing