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.
CBS Interview with Richard Del Monte: The First Republic Bank Crisis Continues
Bank failures have been a rare occurrence in the last few years, and then boom, 2023 hit, and we decided ...
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 ...
034: Rossmoor Financial Forum: The 3 I’s – Inflation, Interest Rates, and Investing
Inflation and interest rates. They’ve been in the news quite a bit lately, and with good reason. Both have a ...
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 ...
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 ...
031: The Promise & Pitfalls of Debt & Credit
Many of us — if not most of us — have had it drilled into our heads since we were ...
030: IPOs – Road to Riches or Path to Poverty?
Fear of Missing Out — better known as FOMO these days — is a strong human emotion, to begin with, ...
Fearlessly Awful Forecasts
Every year, right before January 1, there are a flurry of economic predictions for the coming year, published by the ...
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 ...
