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Topel & DiStasi Wealth Management | Your Goals. Our Expertise.We help our clients pursue their life goals through prudent wealth management and financial consulting expertise
http://www.td-wm.com/
We help our clients pursue their life goals through prudent wealth management and financial consulting expertise
http://www.td-wm.com/
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Gavin DiStasi
2907 C●●●●●●nt Ave
Sui●●●111
Ber●●●ley , California, 94705
United States
View this contact
Gavin DiStasi
2907 C●●●●●●nt Ave
Sui●●●111
Ber●●●ley , California, 94705
United States
View this contact
Gavin DiStasi
2907 C●●●●●●nt Ave
Sui●●●111
Ber●●●ley , California, 94705
United States
View this contact
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Topel & DiStasi Wealth Management | Your Goals. Our Expertise. | td-wm.com Reviews
https://td-wm.com
We help our clients pursue their life goals through prudent wealth management and financial consulting expertise
Staff blog posts | Topel & DiStasi Wealth Management
http://td-wm.com/blog
Skip to main content area. Join TDWM at Bike MS: Waves to Wine 2016. By Gavin L. DiStasi August 25th, 2016. Read more about Join TDWM at Bike MS: Waves to Wine 2016. Gavin L. DiStasi's blog. The Tax Consequences of Whole Life Insurance. By Jarrett B. Topel June 10th, 2016. What are the tax advantages of whole life? Read more about The Tax Consequences of Whole Life Insurance. Jarrett B. Topel's blog. By Gavin L. DiStasi May 12th, 2016. Without Adequate Cash Reserves, You’re Gambling Not Investing. In the...
Resources | Topel & DiStasi Wealth Management
http://td-wm.com/resources
Skip to main content area. 3 Steps Towards Financial Independence. 3 Steps Towards Financial Independence.pdf. LPL Capabilities Brochure.pdf. September 01, 2016. We've always been on the high end when planning for #longevity but we may have to go even longer https:/ t.co/4HvoSsYxQb. August 30, 2016. An interesting look at #CorporateAmerica https:/ t.co/uBwCCnHFEu. August 25, 2016. Join TDWM at Bike MS: Waves to Wine 2016. August 24, 2016. August 17, 2016. August 12, 2016. August 10, 2016. August 09, 2016.
Access Your Plan | Topel & DiStasi Wealth Management
http://td-wm.com/access-my-plan
Skip to main content area. September 01, 2016. We've always been on the high end when planning for #longevity but we may have to go even longer https:/ t.co/4HvoSsYxQb. August 30, 2016. An interesting look at #CorporateAmerica https:/ t.co/uBwCCnHFEu. August 25, 2016. Join TDWM at Bike MS: Waves to Wine 2016. August 24, 2016. The Obama Years: The Best of Times to Be a Stock Investor https:/ t.co/8rxDg1S4Qq. August 17, 2016. It’s A Bad Idea To Borrow Based On What The Lender Will Allow. August 12, 2016.
Even Mr. Spock Could Use a Financial Plan | Topel & DiStasi Wealth Management
http://td-wm.com/blog/even-mr-spock-could-use-financial-plan
Skip to main content area. Even Mr. Spock Could Use a Financial Plan. By Jarrett B. Topel August 5th, 2015. The ‘fight or flight’ mechanism in our brains that causes us to feel the need to ‘do something’ in the face of a threat, can have highly detrimental effects in certain situations. When it comes to long-term success as an investor, it can be calamitous. There is some good news. Jarrett B. Topel's blog. More recent blog posts. View all post history. The LPL Financial registered representatives associ...
Activity Stream | Topel & DiStasi Wealth Management
http://td-wm.com/activity-stream
Skip to main content area. September 01, 2016. We've always been on the high end when planning for #longevity but we may have to go even longer https:/ t.co/4HvoSsYxQb. August 30, 2016. An interesting look at #CorporateAmerica https:/ t.co/uBwCCnHFEu. August 25, 2016. Join TDWM at Bike MS: Waves to Wine 2016. August 24, 2016. The Obama Years: The Best of Times to Be a Stock Investor https:/ t.co/8rxDg1S4Qq. August 17, 2016. It’s A Bad Idea To Borrow Based On What The Lender Will Allow. August 12, 2016.
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Claremont Elmwood Neighborhood Association
http://www.claremontelmwood.org/domingo.html
Fresh and Best Café. Peet's Coffee and Tea. Red Bird, Women's Clothing. Rick and Ann's Catering. Rick and Ann's Restaurant. Susan gildea personalized printing. 2907 Claremont Ave, Suite 111. Write us at CENA, P.O. Box 5108, Berkeley, CA 94705.
TDWM Blog: Weekly Economic Commentary
http://topeldistasi.blogspot.com/2012/06/weekly-economic-commentary_19.html
Tuesday, June 19, 2012. Fed FAQ: Fanning the FOMC Flames. What Are the Fed’s Options at This Week’s FOMC Meeting? The market now expects some action from the Fed at this meeting. If the Fed does nothing — lets Operation Twist end as planned on June, 30, 2012 without replacing it with something else — markets will likely be disappointed. Markets like clarity, so the more specifics the Fed can provide around extending Operation Twist, the better for the markets. What Else Could the Fed Do This Week? Simila...
TDWM Blog: Jul 3, 2012
http://topeldistasi.blogspot.com/2012_07_03_archive.html
Tuesday, July 3, 2012. Although many market participants are likely to be away from the office this week, they risk missing a busy week for economic data, which is sandwiched between a policy-heavy June 2012 and the unofficial start of the corporate earnings reporting season on July 9. As this publication was being prepared, markets have already digested several key economic reports, including:. Brazil’s industrial production for May 2012,. Eurozone PMI for June 2012,. The forecast for a 100,000 increase...
TDWM Blog: May 8, 2012
http://topeldistasi.blogspot.com/2012_05_08_archive.html
Tuesday, May 8, 2012. The Skills to Pay to the Bills. Merger and acquisition (M&A) activity, while nowhere near as robust as it was prior to the Great Recession, has ramped up quickly since the end of the recession. Global M&A activity has increased by close to 40% since the middle of 2009, according to Bloomberg data. Initiate or increase dividend payments to shareholders. Legislation and Weather May Have Sabotaged Business Capital Spending in Early 2012. Near-record low financing rates for businesses.
TDWM Blog: May 1, 2012
http://topeldistasi.blogspot.com/2012_05_01_archive.html
Tuesday, May 1, 2012. New Paradigm in Global Growth. For the third year in a row, as April turns into May, global financial markets are growing concerned over a slowdown in global economic activity and from a U.S. perspective, we continue to monitor several key metrics. Fed Forecast: Moderate but Above-Consensus Growth. Consensus Views on Global Growth Mixed. Divergence Persists in Regional Growth Forecasts. Stock investing involves risk including loss of principal. The Federal Open Market Committee (FOM...
TDWM Blog: May 22, 2012
http://topeldistasi.blogspot.com/2012_05_22_archive.html
Tuesday, May 22, 2012. The Ebb of Energy and Eating Costs. Pain at the Pump and in the Grocery Aisle. Growth in real consumer spending (which accounts for two-thirds of economic activity) slowed sharply between late 2010 and the middle of 2011, from a 3.6% pace in late 2010 to under 1.0% in mid-2011, partly because consumers were diverting some of their discretionary incomes to purchase “must-have” items like groceries and gasoline. Just how rapid were the price increases in these categories? The fast pr...
TDWM Blog: Financial Blueprints
http://topeldistasi.blogspot.com/2013/01/financial-blueprints.html
Monday, January 14, 2013. If you had a piece of land and wanted to build a house on it, you wouldn’t just dig a hole in the dirt, pour some concrete into it and start building room by room, hoping to one day end up with your dream home, would you? Effects these steps historically have had or likely will have on the client’s individual circumstances. By continuing to contribute to investments and rebalance current positions during market downturns and intervals of great volatility, the planning client typ...
TDWM Blog: Weekly Economic Commentary
http://topeldistasi.blogspot.com/2012/07/weekly-economic-commentary_18.html
Wednesday, July 18, 2012. However, the report was inside the range of forecasts ( 7.3% to 9.3%) and was far above the "whisper number" that had been circulating in the market. The question now for markets is: does the Q2 GDP report in China represent the low point for the year, and will policy stimulus lead to a re-acceleration of growth over the second half of 2012? China Transitioning to Consumer-Oriented Economy. US Consumers Continuing to Struggle With Debt. John Canally, CFA. Leading indicator: An e...
TDWM Blog: May 15, 2012
http://topeldistasi.blogspot.com/2012_05_15_archive.html
Tuesday, May 15, 2012. Lessons From the Labor Market. Twenty-two Years Later, Higher Education Continues to be a Driver for Employers. Trimming Jobs from the Budget. Job Openings and Labor Turnover Survey (JOLTS) is a survey done by the United States Bureau of Labor Statistics to help measure job vacancies. It collects data from employers including retailers, manufacturers and different offices each month. Respondents to the survey answer quantitative and qualitative questions about their busines...The e...
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Skip to main content area. We help our clients pursue their life goals through prudent wealth management and financial consulting expertise. Our job is to create and implement customized financial plans based on the proper understanding of our clientele's values, beliefs and priorities. We create innovative strategies based on proven investment and risk management disciplines. We help our clients pursue their life goals through prudent wealth management and financial consulting expertise. August 12, 2015.
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