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...
This DFA presentation highlights key decisions that may lead to a better investment outcome. VEW SLIDE SHOW HERE: Better Investment Experience Calling all neighbors in the Alamo, CA area and beyond! You work hard for your money, and now...
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 ...
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....
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...
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...
This presentation answers key questions many investors ask and highlights Dimensional’s research-based approach to investing. VIEW SLIDE SHOW: A Different Way to Invest Calling all neighbors in the Alamo, CA area and beyond! You work hard for your money,...
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...
Pilot Penalty Relief Program – Late Annual Reporting for Non-Title I Retirement Plans (“One-Participant Plans” and Certain Foreign Plans) Revenue Procedure 2014-32 Section 1. Purpose This revenue procedure establishes a temporary one-year pilot program providing administrative relief to plan...