Author: Jarrett B. Topel

Do I Need Life Insurance?

Life insurance is an important financial tool that people often overlook, or neglect to even consider.  This may be either...

A Must Read for All Investors – “Stocks for the Long Run” by Jeremy Siegel

When it comes to investing in the stock market, there is one book that consistently stands out as a must-read:...

Financial Literacy for the Next Generation

As parents, we do our best to teach our kids about the world and how to navigate their way to...

Topel & DiStasi Wealth Management Nominated for “Best of Oakland” award!

We are excited to announce that we've been nominated for the "Best of Oakland Magazine" awards in the ‘Best Financial...

Information Overload

We live in an era of unparalleled technology and access to information, and with recent trends with Artificial Intelligence (AI),...

Employee Stock Purchase Plans (ESPPs)

One benefit often available to employees of publicly-traded companies that is frequently overlooked or under utilized, is to have access...

Charitable Giving Strategies

As we come to the end of another calendar year, many people who are fortunate enough to have the ability...

Interest in Inflation

Inflation and interest rates... Interest rates and inflation.  Anywhere you look or listen these days, you seem to see or...

The World of Credit Card Miles and Points

I have just returned from a wonderful trip to Europe with my family. We flew to Spain, then to Germany,...