Financial Articles & Podcasts
from Topel & DiStasi in Berkeley, California
La Dolce Vita
An interesting thing happened last week when the Dow Jones Industrial Average declined over 5% in a two-day period. Rather...
Episode 18: A Big Day For Socially Responsible Investing
In this episode we discuss a big announcement in the socially responsible investing marketplace.
MS Ride 2018 Wrap Up
On September 22nd & 23rd, for the fifth year running, Team Topel & DiStasi Wealth Management completed the two-day charity...
Episode 17: Employee Stock Purchase Plans
In this episode we discuss strategies for employee stock option/purchase plans.
Alimony & Acrimony
When the Tax Cuts and Jobs Act of 2017 was signed into law by President Trump on December 22, 2017,...
Join Topel & DiStasi Wealth Management at Bike MS: Waves to Wine 2018
Multiple Sclerosis (MS) is a potentially debilitating disease which causes damage to the insulating covers of nerve cells in the...
Episode 16: Discretionary Spending – Experiences Vs Things
In this episode we discuss the difference between spending on experiences versus material things.
Episode 15: Sequence Of Return Risk
In this episode we discuss sequence of return risk