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Join Topel & DiStasi Wealth Management for Bike MS: Waves to Wine 2017

  For the fourth year in a row, Topel & DiStasi Wealth Management will be sponsoring a cycling team for...

Unintended Consequences: IRA Rollovers and the DOL Fiduciary Rule

There has been a great deal of media coverage and talk in the industry of late about the Department of...

Stay in your own lane – Investing in traffic

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

Annuities Are Like Air-Bags For Your Portfolio

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

Choosing Between a Traditional or Roth 401(K)

With the rise in the 401(k) plan as the primary retirement savings vehicle for American workers, has come a significant...

TDWM Announcement – Leaving LPL to Form RIA at TD Ameritrade

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

Join TDWM at Bike MS: Waves to Wine 2016

Multiple Sclerosis (MS) is a potentially debilitating disease which causes damage to the insulating covers of nerve cells in the...

The Tax Consequences of Whole Life Insurance

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

Cash Is King

Without Adequate Cash Reserves, You’re Gambling — Not Investing Paying down high-interest revolving debt, such as credit card debt, and...