Author: Jarrett B. Topel

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New Year’s Financial Resolutions

As we close out 2019 and get ready for a fresh start in 2020, it is time, once again, to...

Active Indexing

Historically, there have been two separate and distinct strategies investors have used when investing in the stock market.  One is...

Market-Quake Preparedness

It seems that everywhere you turn these days, someone is predicting the next major downturn for the stock market. And you...

Beneficiary Bungle

Designating beneficiaries for your retirement accounts and life insurance policies is one of the most critical decisions you can make...

Charitable Giving Basics

We have been getting more and more questions regarding charitable giving strategies reently, so I thought it might be helpful...

Five Most Common Investing Mistakes

As part of the financial industry for the past twenty-plus years I have seen a lot of things.  Drawing on...

The Three Little Pigs

Humans are not rational, particularly when it comes to investing.  Knowing that, is there a way to make this fact...

Jarrett’s Summer Reading List

Summer is almost here, which means it's time to put away the kid’s school bags, and start packing for our...
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7 Things Your Advisor Should Review Annually

For a consumer, the sheer number of titles currently in use by those of us in the financial services industry,...
  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