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 Planner’ category.

If you think we deserve to win, we would be deeply honored if you could cast your vote for us.

Voting is simple! Please follow this link to vote: https://www.oaklandmagazine.com/best-of-oakland-ballot/#/gallery/438689445

Subscribe to the Newsletter

Thank you all for your continued support, it means the world to us!

More Posts & Podcasts

Why Smart People Still Make Bad Financial Decisions

Most people assume that intelligence and financial success go hand in hand. After all, if someone is highly educated, successful...

Episode 111: Be Tax Smart, Not Tax Scared

In this episode we discuss tax considerations for retirement savings

Episode 110: FOMO and Investing

In this episode we discuss the dangers of emotional investing due to Fear of Missing Out
an image of various United States Savings Bonds

The Role of Bonds in a Growth Portfolio

One of the biggest investing misconceptions I see today is the idea that every part of a portfolio should always...
  1. Episode 111: Be Tax Smart, Not Tax Scared 00:10:09
  2. Episode 110: FOMO and Investing
  3. Episode 109: The Market Crash Is Coming - Someday
  4. Episode 108: Money Can't Buy You Happiness
  5. Episode 107: The Myth of the Stock-Picker’s Market