Gavin L. DiStasi's blog

Financial Planning Should Be About the Journey and the Destination

In Carol S. Dweck’s groundbreaking book Mindset, there is a quote relating to people mired in what she calls the fixed mindset.

“In the fixed mindset, everything is about the outcome. If you fail—or if you’re not the best—it’s all been wasted. The growth mindset allows people to value what they’re doing regardless of the outcome.”

Investors Shouldn't Give In To Messages of Fear

I like to watch Bloomberg TV in the morning as I’m getting ready for work. It’s a way to mentally prepare for the day, and get a sense of the markets, and the major storylines from around the world, before heading to the office. It may seem an odd ritual for someone who talks and writes about the importance of ignoring daily market movements, and tuning out the sensationalist financial media, but I think there is a big difference between choosing to look beyond the short-term, and being uninformed about it.

5 Ways to Keep Calm, Carry On in a Volatile Market

The first four trading days of 2016 were the worst to start a year in the history of the S&P 500, and the volatility continues to take investors on a roller coaster ride as January grinds on. In the face of that kind of downward pressure, and the ensuing onslaught of negativity in the media, it can become extremely difficult for investors to keep a level head.

Rise Of The Machines

The rise of the robo advisor in recent years, and particularly the increase in visibility of these new automated offerings in the past few months, has created quite a stir among financial advisors. We’ve even heard news recently that our own broker/dealer, LPL Financial, which boasts the largest fleet of independent financial advisors in the US, will be rolling out a robo advisor in an effort to ‘keep up with the joneses’. All of this attention has sparked a robust debate in the industry about the long-term effectiveness of the robo advisor versus the traditional financial advisor.

Join Topel & DiStasi Wealth Management at Bike MS: Waves to Wine 2015

Multiple Sclerosis (MS) is a potentially debilitating disease which causes damage to the insulating covers of nerve cells in the brain and spinal cord, and for which there is no known cure. This is a disease which has closely affected the families of multiple members of our firm here at TDWM, and so, once again, Topel & DiStasi Wealth Management will be sponsoring a team in this year’s Bike MS Waves to Wine charity ride to benefit the National Multiple Sclerosis Society on September 26-27th, 2015.

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