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Summer is almost here, which means it's time to put away the kid’s school bags, and start packing for our...

May 30, 2018 5:30pm

As someone who has been working in the financial services industry, primarily focused on financial planning, for as long as...

Apr 23, 2018 10:44pm

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

We here at Topel & DiStasi Wealth management have always made a concerted effort to avoid political discourse with our...

Feb 26, 2018 7:43pm

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

Jan 19, 2018 6:27pm

As we roll headlong into 2018, it’s that time of year once again when we stop to reflect a bit...

Dec 28, 2017 7:09pm

One of the earliest, and most important lessons I learned when I became a Financial Advisor was that it’s ok...

Nov 28, 2017 10:14pm

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

It seems everywhere you look these days in the financial media, the drumbeat for an impending market correction, or even...

Sep 14, 2017 11:10pm