What Guacamole Can Teach Us About Market Volatility

Jarrett B. Topel

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


How to enjoy an $18 Mai-Tai

Jarrett B. Topel

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


Even Mr. Spock Could Use a Financial Plan

Jarrett B. Topel

As I worked towards my undergraduate degree in finance, then my Certified Financial Planner® designation, and finally my Masters in Financial Planning (MSFP),…

Join Topel & DiStasi Wealth Management at Bike MS: Waves to Wine 2015

Gavin L. DiStasi

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

The Time Is Now

Jarrett B. Topel

The recent end of the school year has brought about a lot of change in our house, with our daughter finishing 1st grade,…

Financial Planning in a New Era of Marriage Equality

Gavin L. DiStasi

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

Avoiding Tax Paralysis (The Importance of Tax Diversification)

Jarrett B. Topel

I’ve never understood why there exists in most American’s minds, such a negative association with paying taxes (as in “death and…”). Doesn’t the…

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