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Stay Gold, America

https://blog.codinghorror.com/stay-gold-america For this month’s blog post, we have decided to highlight an article titled ‘Stay Gold, America’ written by our...

New Year’s (Financial) Resolutions

As we roll headlong into 2025, it’s that time of year once again when we stop to reflect a bit...

Do I Need Life Insurance?

Life insurance is an important financial tool that people often overlook, or neglect to even consider.  This may be either...

Lions and Tigers and Bears, Oh My!

I had a client say to me the other day, “Gavin, I know it’s never a good idea to try...

A Must Read for All Investors – “Stocks for the Long Run” by Jeremy Siegel

When it comes to investing in the stock market, there is one book that consistently stands out as a must-read:...

What Does An Investment Manager Do?

In our role as financial advisors, we often find it helpful to explain some of the different basic roles we...

Financial Literacy for the Next Generation

As parents, we do our best to teach our kids about the world and how to navigate their way to...

Retiring Abroad: Things to Consider Before Making the Leap

In recent years, an increasing number of Americans have been choosing to retire abroad, seeking a blend of adventure, lower...

Topel & DiStasi Wealth Management Nominated for “Best of Oakland” award!

We are excited to announce that we've been nominated for the "Best of Oakland Magazine" awards in the ‘Best Financial...