Author: Jarrett B. Topel

a stock ticker screen
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Even Mr. Spock Could Use a Financial Plan

As I worked towards my undergraduate degree in finance, then my Certified Financial Planner® designation, and finally my Masters in...
Topel & DiStasi Wealth Management

The Time Is Now

The recent end of the school year has brought about a lot of change in our house, with our daughter...
Topel & DiStasi Wealth Management

Avoiding Tax Paralysis (The Importance of Tax Diversification)

I’ve never understood why there exists in most American’s minds, such a negative association with paying taxes (as in “death...
Topel & DiStasi Wealth Management

How To Get The Most Out Of Your Stock Options And Grants

As seen on NASDAQ.com: http://www.nasdaq.com/article/how-to-get-the-most-out-of-your-stock-options-and-grants-cm365367#ixzz39k8m7SfU In the five years since the height of the last recession, the market has seen...
  1. Episode 111: Be Tax Smart, Not Tax Scared 00:10:09
  2. Episode 110: FOMO and Investing
  3. Episode 109: The Market Crash Is Coming - Someday
  4. Episode 108: Money Can't Buy You Happiness
  5. Episode 107: The Myth of the Stock-Picker’s Market