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!

Sell in May and Go Away!

Richard Del Monte discusses the well-documented seasonal trend with solid historical numbers behind the old adage “Sell in May and Go Away.” It begs the question: Should investors follow the this trend?  Richard joined “The Four” on 2 for the KTVU Fox 2 “Money Monday” segment and explains this prevailing market lore.

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Breaking the Monopoly of the Rich

Richard Del Monte joined The Four on 2, for KTVU Fox 2’s Money Monday, and informed investors of the new rule, risks, and rewards associated with investing in startup companies. Part of the new legislation was aimed at making it easier for average people to invest in startups, potentially reaping the rewards on the next […]

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2016: Ten Predictions to Count On

2016: Ten Predictions to Count On Jim Parker, DFA Vice President The New Year is a customary time to speculate. In a digital age, when past forecasts are available online, market and media professionals find it harder to hide their blushes when their financial predictions go awry. But there are ways around that. The ignominy that […]

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New Federal Regulations for All Retirement Accounts (Including IRAs)

New Federal Regulations for All Retirement Accounts (Including IRAs) By Richard Del Monte The Department of Labor (DOL) has issued sweeping changes to how advisors can interact with owners of retirement accounts in the U.S.A. The regulations, which take effect on April 10, 2017, provide new protections for consumers against advisors who receive transaction-based commissions […]

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