What To Do When the Six Year Bull Ends

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...

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Video: The Power of Markets

This video explains how security prices are set—and change—based on the collective knowledge of buyers and sellers. Armed with this information, investors can be more confident about the power of the financial markets. WATCH ON DFA: CLICK HERE  ...

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DFA Article: Weather vs. Climate

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....

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Family Meeting Guidelines

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...

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Video: The Thriving Family Experience

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...

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White Paper: A Look at Reverse Mortgages

Our new white paper tackles reverse mortgages, a long misused and misunderstood tool. Click here to read: A Look at Reverse Mortgages Are you looking for life-long financial planning support beyond traditional wealth management? Then Del Monte Group...

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