Episode 54: Custodial Accounts

Gavin L. DiStasi | Podcast link

In this episode we discuss custodial accounts for minors

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Five Common Questions

Jarrett B. Topel | Blog Link

Variety, they say, is the spice of life.  And one of the best parts of being a financial planner is that no day…

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Join Topel & DiStasi Wealth Management at Bike MS: Waves to Wine 2021

Gavin L. DiStasi | Blog Link

Multiple Sclerosis (MS) is a potentially debilitating disease which causes damage to the insulating covers of nerve cells in the brain and spinal…

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Episode 53: Age Is Just A Number

Jarrett B. Topel | Podcast link

In this episode we discuss the role of age on your investment strategy

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Investing vs. Gambling

Jarrett B. Topel | Blog Link

For many, the word “investing” is synonymous with the word “gambling.”  And, if you don’t invest the right way, I totally agree.  However,…

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Episode 51: Active Indexing Portfolio Management

Jarrett B. Topel | Podcast link

In this episode we discuss the portfolio management technique known as ‘Active Indexing’.

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Gavin’s Summer Reading List

Gavin L. DiStasi | Blog Link

As we enter a summer like none any of us has ever seen, it seems a little bit strange to be talking about…

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