The Retirement Manifesto

The Biggest Surprises in Retirement By GLENN RUFFENACH Wall Street Journal, Wealth Management Journal Report, Monday February 13, 2017 We asked readers to tell us about the things they didn’t anticipate when they stopped working. They had plenty to...

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Stocks are on a Tear!

Richard Del Monte joined KTVU’s “The Four” on 2 to explain why stocks are on a tear, and the US dollar is rising — all since Donald Trump was elected the 45th US president.  A month after the election,...

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Wells Fargo Scandal

 Click read more link below to view the video! Richard Del Monte joins Fox 2 News at 7:00 to discuss the fallout of the California state commissioner cutting ties with Wells Fargo, and what it means for consumers.

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Financial Freedom for the Disabled

If you’re disabled, you no longer need to be broke to receive state benefits! Richard Del Monte joined “The Four” on 2 for the KTVU Fox 2 “Money Monday” segment yesterday to explain the  new ABLE tax-preferred investment accounts...

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Sell in May and Go Away!

Richard Del Monte discusses the well-documented seasonal trend with solid historical numbers behind the old adage “Sell in May and Go Away.” It begs the question: Should investors follow the this trend?  Richard joined “The Four” on 2 for...

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Breaking the Monopoly of the Rich

Richard Del Monte joined The Four on 2, for KTVU Fox 2’s Money Monday, and informed investors of the new rule, risks, and rewards associated with investing in startup companies. Part of the new legislation was aimed at making...

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New Federal Regulations for All Retirement Accounts (Including IRAs)

New Federal Regulations for All Retirement Accounts (Including IRAs) By Richard Del Monte The Department of Labor (DOL) has issued sweeping changes to how advisors can interact with owners of retirement accounts in the U.S.A. The regulations, which take...

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U.S. Stocks Post Biggest Quarterly Reversal Since 1933

If your New Year’s resolution was to completely unplug from any stock market news and only check the value of the S&P 500 or Dow Jones at the end of March, you may have thought to yourself, “Meh, that...

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Have Your Stock Cake and Eat it Too

Richard Del Monte’s suggestions for investors in search of growth AND income – have your stock cake and eat it too!  Tech stocks used to be a big bet for investors who wanted to get rich off the next big...

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