Financial Articles & Podcasts

from Topel & DiStasi in Berkeley, California

In late March, the senate and the President of the United States passed a $2 trillion stimulus package to help...

Apr 24, 2020 6:44pm

I was having a conversation with a client earlier this week, and she mentioned to me that what we were...

Mar 31, 2020 5:06pm

In this episode we discuss the pros and cons of refinancing

Mar 30, 2020 5:49pm

When it comes to buying and selling securities most people assume that there is really just one way to do...

Feb 28, 2020 9:16pm

In this episode we discuss the retirement planning concept of the Three Legged Stool

Feb 28, 2020 8:49pm

In this episode we discuss the provisions of The Secure Act

Jan 29, 2020 10:14pm

Much has been written on this blog and in other financial publications, about the importance of beneficiary designations in retirement...

Jan 28, 2020 10:31pm

In this episode we discuss the recently announced merger of Charles Schwab and TD Ameritrade

Dec 27, 2019 10:07pm

As we close out 2019 and get ready for a fresh start in 2020, it is time, once again, to...

Dec 20, 2019 7:48pm