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5 Strategies to Stay the Course in a Volatile Market

After a stellar 2021, which saw the S&P 500 Index (SPX) rise by almost 27%, and markets seem to shrug...

Retirement Practice Run

Congratulations, you can retire!  These are the four magic words everyone wants to hear at some point in their lives,...

Key Tax Numbers for 2022

With 2021 almost in the books, it’s time to take a look at the coming year, and specifically, the key...

The (tax) Gift of Giving

As we approach the end of the calendar year, many people start to turn their attention towards their charitable giving...

MS Ride Wrap-Up 2021

On September 18th & 19th, for the eighth year, Team Topel & DiStasi Wealth Management completed the two-day charity ride...

Five Common Questions

Variety, they say, is the spice of life.  And one of the best parts of being a financial planner is...

Join Topel & DiStasi Wealth Management at Bike MS: Waves to Wine 2021

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

Investing vs. Gambling

For many, the word “investing” is synonymous with the word “gambling.”  And, if you don’t invest the right way, I...

Gavin’s Summer Reading List

As we enter a summer like none any of us has ever seen, it seems a little bit strange to...
  1. Episode 113: Trump Accounts 8:54
  2. Episode 112: The Emotional Transition Into Retirement 00:08:48
  3. Episode 111: Be Tax Smart, Not Tax Scared 00:10:09
  4. Episode 110: FOMO and Investing
  5. Episode 109: The Market Crash Is Coming - Someday