We’re in the midst of a tremendous wave of negativity about almost everything; politics, leadership, race relations, international relations, terrorism in the name of religion, the economy, the environment, college costs, and even the continued viability of our planet...
If you’re disabled, you no longer need to be broke to receive state benefits! Richard Del Monte joined “The Four” on 2 for the KTVU Fox 2 “Money Monday” segment yesterday to explain the new ABLE tax-preferred investment accounts...
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Jim Parker, Outside the Flags Vice President Do you ever listen to the news and find yourself thinking that the world has gone to the dogs? The roll call of depressing headlines seems endless. But look beyond what the media...
The second quarter of 2016 ended in spectacular fashion. We think it is fitting to begin our letter discussing what transpired in the markets at the end of June. Things were cruising along just fine until the United Kingdom...
Bonds, brexit, Dow, Gold, investor confidence, market update, Presidential Election, real estate, s&P 500
As I write this at 9 PM on Thursday night, it is looking like Britain could be leaving the European Union. They are still tabulating the results of today’s UK nonbinding referendum results, and with about 2/3 of the...
Richard Del Monte is at it again on KTVU Money Monday. This week he's discussing family dynamics and how they pertain to your finances. Did you know that 70% of estates fail to transfer to the next generation? Could...
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...
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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...
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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...
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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...
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