Think or react? That is the choice we have every time we are confronted with gyrating stock markets as we are right now. Make no mistake, your success as an investor and future financial security absolutely depend on it....
Hot off the press!! Our latest white paper written by Wealth Advisor, Chris Hughes, addresses savvy Social Security planning. Learn the secrets to maximizing your benefits, coordinating benefits with your spouse (even if you are divorced or a surviving spouse),...
The Financial Skills Trust: A New Way to Combat the Negative Effects of Leaving Wealth to Your Heirs
Hot off the press! Our latest white paper discusses the Financial Skills Trust – a new tool designed to motivate heirs instead of controlling them. View or download the white paper here: The Financial Skills Trust. Alamo, CA neighbors and...
Today, in a national election, Greeks voted overwhelmingly to put a stop to continued austerity measures and trying to please the EU countries who have been tying continued economic support to higher taxes and reduced government spending. In the...
Why do families break apart, and what can we do about it? Click here to read our latest white paper on family conflict: Ending Family Feuds Once and for All Every client that walks through our door is...
Here is a great article about how when the six-year bull run ends, the worst thing is to overreact. Be ready and embrace it. http://www.wsj.com/articles/how-to-prepare-for-a-bear-market-in-stocks-1425870192 “One-size-fits-all” won’t fit you here! The Del Monte Group team understands that everyone’s...
Notice how TV news bulletins put finance next to the weather report? In each, talking heads point at charts and intone about intraday events that are quickly forgotten. Meanwhile, the long-term wealth building story gets overlooked. READ HERE: Weather vs....
It's critical to set expectations, boundaries, and guidelines for behavior during family meetings. Use this example to create some guidelines that work for your family and cultivate a safe and supportive environment for every generation to thrive. Click to...
What does it mean to be a Thriving Family? This two minute video explains the challenges families face, and how to ensure your family thrives for generations to come. “One-size-fits-all” won’t fit you here! The Del Monte Group...