Financial Articles & Podcasts
from Topel & DiStasi in Berkeley, California
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
Intellectual Humility and Investing
“I only invest in real estate because it’s tangible,” or “the stock market is just too risky,” are examples of...
Jarrett’s Summer Reading List
Summer is almost here, which means it's time to put away the kid’s school bags, and start packing for our...