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!

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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Tips for Protecting Yourself Against Investor Fraud

Richard Del Monte’s Tips for Protecting Yourself Against Investor Fraud Richard Del Monte’s Tips for Protecting Yourself Against Investor Fraud.  Richard joined “The Four” on 2 for the KTVU Fox 2 “Money Monday” segment and tells viewers how to protect themselves from investment fraud in the wake of the new Bernie Madoff made-for-TV movie.

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