Welcome to Points of Possibility, our blog and resource library. Here you will find more than you ever wanted to know about wealth management, preparing heirs, financial concepts and creating your own Thriving Family. You can search by topic, media type, date, author, or keyword. Enjoy!
Connecting with DMG is easier than ever, and there’s something for everyone! Want Richard or Chris to speak at your event? Please contact us! Find an event or workshop: Economic Update and Investing In Your future Speaker: Chris Hughes Host: Cal CPA Group January 12, 2017, Noon Chris will update CPAs on the financial markets, economy, […]Read More
On February 8th, our daughter lost her wonderful new husband after being married only three months. Just 42 years young, he succumbed to a sudden cardiac arrest while taking out the garbage. I’d like to share three financial planning insights and lessons that I was reminded of as a result of this most horrible of family […]Read More
Without enrolling in your local university, it’s difficult to find good educational information on how our economy and markets function. There’s a lot of misinformation out there, sometimes masked as marketing or entertainment (most financial “news”). Finally, we have discovered and excellent 30 minute video that explains how money flows in our economy, with an […]Read More
The Biggest Surprises in Retirement By GLENN RUFFENACH Wall Street Journal, Wealth Management Journal Report, Monday February 13, 2017 We asked readers to tell us about the things they didn’t anticipate when they stopped working. They had plenty to say. “I could make a major time commitment to doing something purely for my pleasure” | […]Read More
My colleague, Andy Bryce, and I were able to spend two days last week working with a wonderful family who are in the middle of a multi-year transition of the family’s business to their very capable rising generation. Today, as we reflected on the progress the family had made together, Andy and I were musing […]Read More
The Dow Jones Industrial Average topped 20,000 for the first time in history this week, and many are asking if this is the time to get out of the market. Buy low, sell high, right? This is a question I have been asked ever since I first started as a financial advisor in 1985. At […]Read More