Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

In this episode we discuss how investor behavior impacts investor results. Contact us at Topel & DiStasi Wealth Management.

Dec 28, 2021 11:04pm

In this episode we discuss completing the Free Application for Federal Student Aid (FAFSA). Learn more about student aid at...

Nov 19, 2021 1:01pm

In this episode we discuss preparing for a market downturn. Learn more at Topel & DiStasi Wealth Management.

Oct 29, 2021 5:53pm

In this episode we discuss custodial accounts for minors. Learn more at Topel & DiStasi Wealth Management.

Sep 28, 2021 8:07pm

In this episode we discuss the role of age on your investment strategy. Learn more at Topel & DiStasi Wealth...

Aug 30, 2021 6:31pm

In this episode we discuss our involvment with the National MS Society and their fundraising event Bike MS. Learn more...

Jul 29, 2021 5:56pm

In this episode we discuss the portfolio management technique known as 'Active Indexing'. Learn more at Topel & DiStasi Wealth Management.

Jun 22, 2021 9:28pm

In this episode we discuss the basics of college savings vehicles. Learn more on college savings plans at Topel &...

May 28, 2021 5:24pm

In this episode we discuss investing in indexes. Learn more on indexes at Topel & DiStasi Wealth Management.

Apr 26, 2021 9:43pm