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!

How to Navigate the New Health Insurance Environment

We are about to enter a brand new world of health care in the US, as the Patient Protection and Affordable Care Act, also known as “Obamacare,” takes effect. The new health insurance marketplaces (aka “exchanges”) will open for enrollment beginning October 1st. Yes, this October 1st. The coverage on these plans will start as […]

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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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