Gavin L. DiStasi's blog

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.

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.

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