“Ethel, I’m Coming Home…” For those of us of a certain age, these immortal words from the 1970s hit sitcom Sanford and Son always bring a smile to our faces. When life seemed too hard to bear for another...
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Are International Stocks Finally Poised to Outperform? American stocks have outperformed stock markets in the rest of the world for more than a decade now, and we have fielded several questions about why we don’t allocate more assets...
Proposition 19: What You Need to Know About Property Taxes in 2021 Property taxes have been a huge issue in California ever since the passage of Proposition 13 in 1978. That’s because many people who continue to own their...
We have spoken to many clients in recent weeks that are scratching their heads trying to make sense out of the stock markets having such a great year in 2020, against a backdrop of a once-in-a-century global pandemic that...
Market Update: 2020 Year in Review The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that were historically unprecedented. But the year also demonstrated the resilience of people,...
Today the Dow Jones reached 30,000 a new high-water mark for the index. Richard Del Monte explains what investors should do now. Calling all neighbors in the Alamo, CA area and beyond! You work hard for your money, and...
You may think you’re the only person feeling out of sorts these days, or you may wonder WHY you feel out of sorts. But you should know that a lot of us are experiencing a nagging sense of disorientation...
Every client that walks through our door is family. Your goals are our goals, and that’s why we work hard to provide a true Place of Possibility™, so we can help you meet and exceed them. Our wealth...