Financial Articles & Podcasts
from Topel & DiStasi in Berkeley, California
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...
Episode 41: Stay In Your Lane
In this episode we discuss strategies for long-term investing. Learn more at 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...
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...
Episode 38: Oh Behave..
In this episode we discuss the role of behavior in the financial planning and investment process. Learn more at Topel...