Financial Articles & Podcasts

from Topel & DiStasi in Berkeley, California

a stock ticker screen
Topel & DiStasi Wealth Management

Episode 42: Do Presidential Elections Move Markets

In this episode we discuss whether presidential elections move the markets. Learn more at Topel & DiStasi Wealth Management.

The Point of Points

It seems that everyone I talk with these days is either in the middle of refinancing their mortgage, or wondering...

Gavin’s Summer Reading List

As hard as it is to believe, summer is once again drawing to a close, so it does seem a...
Topel & DiStasi Wealth Management

Episode 41: Stay In Your Lane

In this episode we discuss strategies for long-term investing. Learn more at Topel & DiStasi Wealth Management.
Topel & DiStasi Wealth Management

Episode 40: How To Avoid Tax Paralysis

In this episode we discuss the importance of tax diversification. Learn more at Topel & DiStasi Wealth Management.

Even Keel

On March 23rd, the S&P 500 hit an intraday low of 2191, which represented a decline of roughly 35 percent...
Topel & DiStasi Wealth Management

Episode 39: Black Lives Matter

In this episode we discuss our support for the Black Lives Matter movement. Learn more at Topel & DiStasi Wealth...

The Roth 401(K)

Traditional Individual Retirement Accounts (IRAs) have been around for over 45 years. First created as part of the “Employees Retirement...

Pro Bono Financial Advice for Those Affected by COVID-19

In recent weeks, as it has become clear just how devastating the financial impacts of the Covid-19-related shutdowns and shelter-in-place...
  1. Episode 114: Why People Avoid Financial Planning 7:02
  2. Episode 113: Trump Accounts 8:54
  3. Episode 112: The Emotional Transition Into Retirement 00:08:48
  4. Episode 111: Be Tax Smart, Not Tax Scared 00:10:09
  5. Episode 110: FOMO and Investing