Every client that walks through our door is family. Your goals are our goals, and that’s why we work hard to provide a true Place of Possibility™, so we can help you meet and exceed them. Our wealth...
We continue to live through a period in history none of us will ever forget—yet, many would like to. The pandemic has changed our lives in so many ways—from the way we work to the way we shop to...
No matter which side of the aisle you sit on politically, you are probably concerned about the potential impact the upcoming presidential and congressional elections will have on the financial markets. Over the decades of my career, I’ve seen...
The first half of 2020 has been both historic and unforgettable, for all the wrong reasons. In February, stocks were setting record highs with economic activity continuing the slow and steady growth out from the Great Financial Crisis a...
Did you know that anyone can view photos of your home online? From Google Street View for the outside to Zillow and Redfin for the inside, there's probably information that exceeds your comfort level available to the general public....
Chris Hughes reminds us why we should keep investing, even during big market declines. Investing Through The Downturn from Del Monte Group on Vimeo. Alamo, CA neighbors and beyond it’s time to discover your Place of Possibility™ today....
Here is a limited summary of the massive $2.1 trillion bipartisan COVID-19 related relief legislation that was passed by Congress: Direct Payments: Adults will receive a one-time direct deposit of up to $1,200, and married couples will receive $2,400, plus an...
Through the first month and a half of the New Year we saw stocks continue the upward trend that started in 2019. Then, the bottom fell out. From February 20th through March 23rd, the S&P 500 declined by 34%,...
Join Richard Del Monte in a three part discussion of the recent CARES act, designed to provide financial relief to Americans dealing with the Coronavirus in 2020. JOB LOSSES – Watch this video if you are unemployed or...
We’ve been trying not to inundate you with financial market updates, but that doesn’t mean we are not on top of everything going on. As the effects of our nation’s unprecedented attempt to “flatten the curve” of the infections...