Financial Articles & Podcasts

from Topel & DiStasi in Berkeley, California

Have you ever gone to the grocery store without a list? If so, you probably know the following things are...

Feb 18, 2016 5:20pm

A few weeks ago a new, potential client came in to meet with me. He was armed with a list...

Jan 6, 2016 5:44pm

The rise of the robo advisor in recent years, and particularly the increase in visibility of these new automated offerings...

Nov 9, 2015 5:53pm

It’s important to remember, particularly in times of increased volatility, that the stock market is called that because it is,...

Sep 28, 2015 4:50pm

As a financial advisor1, I often hear people express a common sentiment that goes something like this: “I want to...

Aug 18, 2015 7:09pm

As I worked towards my undergraduate degree in finance, then my Certified Financial Planner® designation, and finally my Masters in...

Aug 5, 2015 4:18pm

Multiple Sclerosis (MS) is a potentially debilitating disease which causes damage to the insulating covers of nerve cells in the...

Jul 23, 2015 6:39pm

The recent end of the school year has brought about a lot of change in our house, with our daughter...

Jul 14, 2015 4:50pm

When the euphoria of Friday’s landmark Supreme Court ruling, effectively legalizing same-sex marriage in the U.S., wears off a bit,...

Jun 29, 2015 7:19pm