Check out Richard's TEDx Bellevue talk: A Place of Possibility for Wealth and Families!
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Our very first case study! Read about one family's experience in our Living in Possibility® process, and stay tuned for part II! Click here to read: One Family's Experience Part I Calling all neighbors in the Alamo, CA...
Every so often we will stumble upon a great article, with excellent material that would be crazy not to share. I recently came across a piece, written by Barry Ritholtz, where he talks about his goal of eliminating distractions...
You are probably aware that we use a lot of DFA funds in our investment portfolios. We’ve used them proudly for almost 25 years, because their portfolios rely on “the science of investing” instead of people who claim to...
As you no doubt have heard, the Congress and the President are playing yet another game of Chicken over federal spending, raising the debt ceiling, and ObamaCare. The markets have clearly not been enjoying the theatrics and if the...
We are about to enter a brand new world of health care in the US, as the Patient Protection and Affordable Care Act, also known as “Obamacare,” takes effect. The new health insurance marketplaces (aka “exchanges”) will open for...
In the article, The Burden of Wealth, by Caren Chesler, Richard says, “It’s better… to train the children on how to manage money before the parent dies and perhaps let them practice with a small portion of the family...
Richard Del Monte weighs in on inflation, or lack thereof, on Fox Business News. CLICK HERE TO WATCH ON FOX Are you looking for life-long financial planning support beyond traditional wealth management? Then Del Monte Group is the...
Richard Del Monte weighs in on the bond markets with Melissa Francis on Fox Business News. CLICK HERE TO WATCH Every client that walks through our door is family. Your goals are our goals, and that’s why we...
The markets have grown increasingly volatile the last several weeks and over the last couple of days they have taken quite a licking. As of this writing, the Dow and S&P 500 index are down around 4% since the...