Possibility Perspectives
It’s easy to discover new things when you take a step back or explore them at a different angle, right? We each have our own perspective, and those new insights offer others different approaches to life. We believe the same is true when it comes to discussions about wealth and finances. At Del Monte Group, we don’t just handle retirement planning, taxes, or investment strategies. We explore all possible opportunities for optimal lifelong financial wellness. Join us as we explore these possibilities, the noise-making news, and the latest industry information and share our insights so that you can make intelligent, informed decisions with confidence, joy, and peace of mind.
Protecting Women’s Wealth
By: Angela Wright, CFP® Today, let’s turn our attention to women and their wealth. Based on available evidence, what are ...
1st Quarter Market Review
By: Richard Del Monte, JD, CFP® Until recently, much of our investment advice has emphasized the importance of maintaining your ...
Many Happy Returns
By Guest Author David Booth, Founder and Chairman, Dimensional Fund Advisors This past year had its share of financial uncertainty, ...
“I’m Shocked, I Tell You, Shocked!”
By Angela Wright, CFP If there’s a message to take from 2023 markets’ performance, it is this: Timeless wisdom best ...
2023 Market Review: A Good Time Was Had By All
By Richard Del Monte, JD, CFP® KEY TAKEAWAYS After posting double-digit losses in 2022, stocks soared and bonds rebounded ...
Happy 2024! We made it!!
It is both delightfully simple and genuinely compelling to be able to summarize the behavior of the equity markets, not ...
A BALANCED LOOK AT STOCK BUYBACKS
Stock buybacks—i.e., a company repurchasing shares of its own stock—have been targets for praise and criticism through the years. So, ...
The Wisdom of Crowds vs. Popular Delusion
In a bit of a paradox, you’ll find the following two titles on our recommended reading list: The Wisdom of ...
Market Update: Third Quarter 2023
Maybe that adage about things turning on a dime should be adjusted for inflation along with everything else these days ...
Making Investment Mistakes
Nobody wants to make investment mistakes. And yet, we’re human; mistakes happen. Here’s how to minimize the ones that matter ...
