Blog Post Archives - A Place Of Possibility

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Market Update: March 12, 2023

We are writing to provide you with an update on the disappointing news about the failure of three banks over the last several days, including Silicon Valley Bank. We’ll also provide you with some recommended steps you can take...

What’s in the SECURE 2.0 Act?

By: Angela Wright, CFP® Who doesn’t enjoy tying up year-end loose ends? The original SECURE Act was signed into law on December 20th, 2019. Its “sequel,” the SECURE 2.0 Act, was similarly enacted at year-end on December 29th,...

Ready for Some Truly GOOD News for a Change?

By Richard Del Monte, JD, CFP® Yes, we know that 2022 was a miserable year on almost every front, but there are some bone fide great things going on that you should be aware of! Ready? Here goes:...

Fearlessly Awful Forecasts

Every year, right before January 1, there are a flurry of economic predictions for the coming year, published by the large investment banks and brokerage firms. These confident forecasts make it seem easy for people who are smart enough,...

2022 Third Quarter Investment Market Report

Remember that nice little rally from mid-June until somewhere around mid-August, when the market returns seemed to be moving us out of bear market territory? We don't either; that little upturn seems like a long time ago.

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Ph: 925.736.6410

CBS Interview with Richard Del Monte: The First Republic Bank Crisis Continues

Market Update: March 12, 2023

034: Rossmoor Financial Forum: The 3 I’s – Inflation, Interest Rates, and Investing

What’s in the SECURE 2.0 Act?

Ready for Some Truly GOOD News for a Change?

031: The Promise & Pitfalls of Debt & Credit

Market Update: December 16, 2022

030: IPOs – Road to Riches or Path to Poverty?

Fearlessly Awful Forecasts

2022 Third Quarter Investment Market Report

043: Why is Pre-Need Planning for Funeral and Cemetery Arrangements So Important?

042: Could a Family Legacy Documentary Help Preserve Your History and Family’s Future?

041: Planning for Retirement? Avoid These 10 Investment Blunders

040 Is a Home Maintenance Plan Worth It? Will it Save You Money?

Rossmoor Financial Forum Featuring DMG President, Angela Wright

Ph: 925.736.6410

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