Financial Articles & Podcasts
from Topel & DiStasi in Berkeley, California
How to enjoy an $18 Mai-Tai
As a financial advisor1, I often hear people express a common sentiment that goes something like this: “I want to...
Even Mr. Spock Could Use a Financial Plan
As I worked towards my undergraduate degree in finance, then my Certified Financial Planner® designation, and finally my Masters in...
Join Topel & DiStasi Wealth Management at Bike MS: Waves to Wine 2015
Multiple Sclerosis (MS) is a potentially debilitating disease which causes damage to the insulating covers of nerve cells in the...
The Time Is Now
The recent end of the school year has brought about a lot of change in our house, with our daughter...
Financial Planning in a New Era of Marriage Equality
When the euphoria of Friday’s landmark Supreme Court ruling, effectively legalizing same-sex marriage in the U.S., wears off a bit,...
Avoiding Tax Paralysis (The Importance of Tax Diversification)
I’ve never understood why there exists in most American’s minds, such a negative association with paying taxes (as in “death...
MS Ride Wrap Up
It’s been a couple of weeks since Team TDWM completed the two-day charity ride Waves to Wine 2014 in support...
How To Get The Most Out Of Your Stock Options And Grants
As seen on NASDAQ.com: http://www.nasdaq.com/article/how-to-get-the-most-out-of-your-stock-options-and-grants-cm365367#ixzz39k8m7SfU In the five years since the height of the last recession, the market has seen...