I never posted this clip before, but three years ago today, I basically got spanked by Melissa Francis on Fox Business News for daring to suggest that all the experts then confidently predicting higher interest rates might be wrong....
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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2015 was a year to forget for most investors. It was tough to make money anywhere. Stocks went essentially nowhere, bonds disappointed as well, and commodity prices continued to decline. In fact, a recent article in CNBC said 2015...
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),...
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...
Our very own Chris Hughes discusses Social Security Benefits with The Mathematical Investor. Read the full article here. Calling all neighbors in the Alamo, CA area and beyond! You work hard for your money, and now we want...
Thinking of giving up on diversification? This five minute video will explain what 45 years of market history have proven about diversification as a sound, long-term investment strategy. Alamo, CA neighbors and beyond it’s time to discover your...
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....