Financial Articles & Podcasts
from Topel & DiStasi in Berkeley, California
Episode 4: Investing vs. Gambling
In this episode, we discuss how to know the differences between investing and gambling.
Unintended Consequences: IRA Rollovers and the DOL Fiduciary Rule
There has been a great deal of media coverage and talk in the industry of late about the Department of...
Stay in your own lane – Investing in traffic
I love living in the Bay Area, and in my view, there are very few drawbacks to calling this part...
Episode 3: Charity
In this episode, we discuss some thoughts on philanthropy and true charity
Annuities Are Like Air-Bags For Your Portfolio
The concept of an annuity, a promise by one party to make a series of payments of a specific value...
Episode 2: Debt Dilemma
In this episode we discuss ways to think of the common question of when or when not to pay off...
Choosing Between a Traditional or Roth 401(K)
With the rise in the 401(k) plan as the primary retirement savings vehicle for American workers, has come a significant...
Episode 1: Risk & Volatility
In this episode, we discuss the relationship between risk and volatility in investing.