Points of Possibility

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!

Lessons for the Next Crisis

September 2017 It will soon be the 10-year anniversary of when, in early October 2007, the S&P 500 Index hit what was its highest point before losing more than half its value over the next year and a half during the global financial crisis. Over the coming weeks and months, as other anniversaries of major […]

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Equifax Data Breach – What You Need to Know

You may have read that hackers broke into the Equifax database and stole personal information tied to 143 million people.  The hackers accessed people’s names, Social Security numbers, birth dates, addresses and, in some instances, driver’s license numbers. They also stole credit card numbers for about 209,000 people and dispute documents with personal identifying information […]

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Getting What You Don’t Pay For

Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision. People rely on a lot of different information about costs to help inform these decisions. When you buy a car, for example, the sticker […]

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Market Update: Second Quarter 2017

It has been twelve months since we weathered that short-lived market turmoil known as Brexit, which immediately followed the United Kingdom’s surprise vote to leave the European Union. Turns out that was the last time stock markets across the globe experienced any meaningful pullback. Since then, we have witnessed a largely uninterrupted move higher in […]

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White Paper: A Powerful Retirement Tool for the Self-Employed

Hot off the presses, our White Paper on the Solo 401(k) will open the eyes of the self-employed. This powerful and widely unknown retirement account can help self-employed and independent contractors put away tens of thousands more for their retirement, all tax deductible! Click to read the DMG Solo 401k White Paper, and please feel free […]

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