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...
In an earlier blog post we recognized Eugene Fama, widely known as the “Father of Modern Finance,” for his long overdue Noble Prize in Economics. His research is the foundation on which Dimensional Fund Advisors was established. We have...
An introduction to Dimensional for investors, this video underscores how science has transformed every aspect of our lives, including investing. WATCH ON DFA: CLICK HERE “One-size-fits-all” won’t fit you here! The Del Monte Group team understands that everyone’s...
Check out Richard's TEDx Bellevue talk: A Place of Possibility for Wealth and Families!
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...