Gavin L. DiStasi's blog

Financial Planning in a New Era of Marriage Equality

When the euphoria of Friday’s landmark Supreme Court ruling, effectively legalizing same-sex marriage in the U.S., wears off a bit, it will be time for many couples to take a good, hard look at the ramifications on their financial planning, estate planning and tax planning strategies going forward.

MS Ride Wrap Up

It’s been a couple of weeks since Team TDWM completed the two-day charity ride Waves to Wine 2014 in support of the National MS Society, and we just wanted to pass on a few thoughts and impressions of a great weekend on bikes and in the company of so many nice people all rallying for a great cause.

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

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, we have decided to join with the National MS Society and sponsor a Topel & DiStasi Wealth Management team in this year’s Bike MS: Waves to Wine 2014 on September 20-21.

Was 2013 a watershed year for same-sex couples?

Now that 2014 has officially arrived, and we close the books on 2013, one could certainly be forgiven for engaging in hyperbole regarding what a banner year this past one has been. After all, the S&P 500 charged through December to end the year up 29%, the best annual performance since 1997 and the halcyon days of the first tech bubble1. In November, the unemployment rate in the U.S.

Financial Blueprints

If you had a piece of land and wanted to build a house on it, you wouldn’t just dig a hole in the dirt, pour some concrete into it and start building room by room, hoping to one day end up with your dream home, would you? Most likely you would do some research, consult with friends and family and find a professional with whom you could sit down to define your vision and draw up a set of plans to guide you.

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