Financial Articles & Podcasts
from Topel & DiStasi in Berkeley, California
Episode 6: Service & Empathy
In this episode we discuss the importance of quality service and empathy for businesses.
3 Steps to Avoid Investing Mistakes
It seems everywhere you look these days in the financial media, the drumbeat for an impending market correction, or even...
Episode 5: Pay Off Debt or Invest
In this episode, we answer the question - "should I use my discretionary cash flow to pay off debt or...
Join Topel & DiStasi Wealth Management for Bike MS: Waves to Wine 2017
For the fourth year in a row, Topel & DiStasi Wealth Management will be sponsoring a cycling team for...
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