Financial Articles & Podcasts
from Topel & DiStasi in Berkeley, California
Episode 1: Risk & Volatility
In this episode, we discuss the relationship between risk and volatility in investing.
TDWM Announcement – Leaving LPL to Form RIA at TD Ameritrade
It is with great excitement that we here at Topel & DiStasi Wealth Management announce our decision to end our...
Join TDWM at Bike MS: Waves to Wine 2016
Multiple Sclerosis (MS) is a potentially debilitating disease which causes damage to the insulating covers of nerve cells in the...
The Tax Consequences of Whole Life Insurance
Deciding on whether to buy a life insurance policy usually comes down to choosing either permanent policies such as whole...
Cash Is King
Without Adequate Cash Reserves, You’re Gambling — Not Investing Paying down high-interest revolving debt, such as credit card debt, and...
Financial Planning Should Be About the Journey and the Destination
In Carol S. Dweck’s groundbreaking book Mindset, there is a quote relating to people mired in what she calls the...
Investors Shouldn’t Give In To Messages of Fear
I like to watch Bloomberg TV in the morning as I’m getting ready for work. It’s a way to mentally...
Don’t Go Shopping Without a List
Have you ever gone to the grocery store without a list? If so, you probably know the following things are...