Dear Clients, We have to stop meeting like this, but I’m writing with a brief update on the continuing volatility in the financial markets. The markets appear to be reacting to the Fed’s latest 0.75% interest rate hike as...
At its March 15–16 Federal Open Market Committee (FOMC) meeting, the U.S. Federal Reserve raised its federal target funds rate by a quarter point. It was the first increase since December 2018, but it wasn’t a huge surprise. Fed...
Today the Dow Jones reached 30,000 a new high-water mark for the index. Richard Del Monte explains what investors should do now. Calling all neighbors in the Alamo, CA area and beyond! You work hard for your money, and...
With the November election just around the corner, you are starting to hear opinions about which presidential candidate will be better for the financial markets. Spoiler alert: the financial markets don’t really care. Stay invested my friends! “One-size-fits-all”...
Self-employed? Do you have a side hustle? Individual 401ks are powerful tools for self-employed business owners. Slash taxes and supercharge your retirement savings. Learn how in this quick video by Chris Hughes, Partner & Wealth Advisor at DMG.