Financial Articles & Podcasts
from Topel & DiStasi in Berkeley, California
Rise Of The Machines
The rise of the robo advisor in recent years, and particularly the increase in visibility of these new automated offerings...
What Guacamole Can Teach Us About Market Volatility
It’s important to remember, particularly in times of increased volatility, that the stock market is called that because it is,...
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...