Financial Articles & Podcasts
from Topel & DiStasi in Berkeley, California
Episode 33: The Charles Schwab – TD Ameritrade Merger
In this episode we discuss the recently announced merger of Charles Schwab and TD Ameritrade
New Year’s Financial Resolutions
As we close out 2019 and get ready for a fresh start in 2020, it is time, once again, to...
Episode 32: Charitable Giving Age 70 1/2
In this episode we discuss charitable giving strategies once you reach age 70 1/2
Thankful
With the Thanksgiving holiday upon us this week, it is naturally the time of year when you get inundated with...
Episode 31: Why Spousal Support Is The Most Difficult Issue To Negotiate In A Divorce
In this episode we discuss spousal support, and the difficulty in negotiating this issue in a divorce
Active Indexing
Historically, there have been two separate and distinct strategies investors have used when investing in the stock market. One is...
Episode 30: Wills, Trusts And Other Fun Stuff
In this episode we discuss the role of estate planning in comprehensive financial planning.
MS Ride Wrap Up
On September 21st & 22nd, for the sixth year running, Team Topel & DiStasi Wealth Management completed the two-day charity...