Financial Articles & Podcasts
from Topel & DiStasi in Berkeley, California
Episode 60: It's Different This Time
In this episode we discuss recent market volatility and investor behavior. Contact us at Topel & DiStasi Wealth Management.
Protecting Against “Sequence-of-Return Risk”
If you know me, you will know that one of my all-time favorite mantras is that investing is all about...
Episode 59: Inherited IRAs
In this episode we discuss the rules for inherited IRAs. Contact us at Topel & DiStasi Wealth Management.
5 Strategies to Stay the Course in a Volatile Market
After a stellar 2021, which saw the S&P 500 Index (SPX) rise by almost 27%, and markets seem to shrug...
Retirement Practice Run
Congratulations, you can retire! These are the four magic words everyone wants to hear at some point in their lives,...
Episode 58: 22 & 2
In this episode we discuss the similarities between artist management and financial management. Contact us at Topel & DiStasi Wealth Management.
Episode 57: The Three Little Pigs
In this episode we discuss how investor behavior impacts investor results. Contact us at Topel & DiStasi Wealth Management.
Key Tax Numbers for 2022
With 2021 almost in the books, it’s time to take a look at the coming year, and specifically, the key...