Financial Articles & Podcasts

from Topel & DiStasi in Berkeley, California

As we close out yet another year, and reflect on the rollercoaster ride that has been 2022, we are filled...

Dec 29, 2022 11:39am

In this episode we discuss financial strategies for the new year. Learn more at Topel & DiStasi Wealth Management.

Dec 28, 2022 11:47am

In this episode we discuss the choice between the Traditional 401(K) and the Roth 401(K). Contact us at Topel & DiStasi...

Nov 30, 2022 11:47am

As we wrap up another year, it is time, once again, to turn our thoughts to taxes and tax-planning for...

Nov 28, 2022 11:02am

Since it was announced back in November 2019, the merger between TD Ameritrade and Charles Schwab has been moving steadily...

Oct 31, 2022 11:05am

In this episode we discuss the importance of beneficiary designations. Contact us at Topel & DiStasi Wealth Management.

Oct 26, 2022 2:33pm

The open-end mutual fund first debuted in the United States in 1924, with the introduction of the Massachusetts Investors Trust. ...

Sep 30, 2022 10:04am

In this episode we discuss the market's recent dip into bear market territory. Contact us at Topel & DiStasi Wealth Management.

Sep 28, 2022 3:18pm

“Life moves pretty fast. If you don’t stop and look around once in a while you could miss it”. –...

Aug 31, 2022 10:14am