Financial Articles & Podcasts
from Topel & DiStasi in Berkeley, California
And The Children Shall Lead Us
We here at Topel & DiStasi Wealth management have always made a concerted effort to avoid political discourse with our...
Episode 10: Critical Redundancy
In this episode, we discuss the importance of the annual or semi-annual review meeting.
Are Women Better Investors than Men?
After a particularly long meeting recently, my business partner Jarrett emerged looking a little worn out and proclaimed that he...
Episode 9: The Good Stuff
In this episode, we try to give an optimistic (numbers based) view of the world these days
Top Five (Financial) New Year’s Resolutions
As we roll headlong into 2018, it’s that time of year once again when we stop to reflect a bit...
Know What You Don’t Know
One of the earliest, and most important lessons I learned when I became a Financial Advisor was that it’s ok...
Episode 8: Winter Is Coming
In this episode, we discuss the changing market cycles
Episode 7: Plan & Prepare…Don’t Predict
In this episode we discuss how to prepare for inevitable market downturns