Author: Jarrett B. Topel

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

Mar 23, 2018 7:05pm

There are few terms in the finance industry more reviled in the minds of the general public, as “Reverse Mortgage”. ...

Oct 24, 2017 8:24pm

I love living in the Bay Area, and in my view, there are very few drawbacks to calling this part...

Jun 27, 2017 9:05pm

The concept of an annuity, a promise by one party to make a series of payments of a specific value...

May 17, 2017 10:12pm

It is with great excitement that we here at Topel & DiStasi Wealth Management announce our decision to end our...

Feb 2, 2017 10:03pm

Deciding on whether to buy a life insurance policy usually comes down to choosing either permanent policies such as whole...

Jun 10, 2016 9:38pm

Have you ever gone to the grocery store without a list? If so, you probably know the following things are...

Feb 18, 2016 5:20pm

A few weeks ago a new, potential client came in to meet with me. He was armed with a list...

Jan 6, 2016 5:44pm

It’s important to remember, particularly in times of increased volatility, that the stock market is called that because it is,...

Sep 28, 2015 4:50pm