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!

Article: Richard Del Monte Quoted in Private Wealth

In the article, The Burden of Wealth, by Caren Chesler, Richard says, “It’s better… to train the children on how to manage money before the parent dies and perhaps let them practice with a small portion of the family wealth. After the parent passes, the trust documents can stipulate that the children won’t receive any […]

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Market Update: 6.20.13

The markets have grown increasingly volatile the last several weeks and over the last couple of days they have taken quite a licking. As of this writing, the Dow and S&P 500 index are down around 4% since the all-time high reached at the end of May. The last two days have seen a slide […]

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Another Tax Season Has Come and Gone…

There tends to be a huge sigh of relief when tax season is finally behind us. Goodbye 1040s and W-2s, hello sunny skies and warmer weather. Spring is a time of transition where many people practice the tradition of spring cleaning (of course, some carry out this practice better than others). Spring cleaning allows us […]

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