A PLACE OF POSSIBILITY™

MY WEALTHVIEW NAVIGATOR™
A Place Of Possibility A Place Of Possibility
Ph: 925.736.6410
Info@APlaceOfPossibility.com
Menu
  • HOME
  • THE DMG EXPERIENCE Our Services
    • Wealth Management and Financial Planning
    • Investing
    • Tax Planning
    • Family and Legacy
    +
  • OUR FAMILY Meet the DMG Team
    • About Us
    • Our Core Values
    • Meet Our Team
      • Richard’s Bio
      • Angela’s Bio
      • Leo’s Bio
      • Joyce’s Bio
      +
    +
  • POINTS OF POSSIBILITY Resource Library
    • Podcast
    • Blog
    • Presentations
    • Appearances
    • Videos
    • White Papers
    • Newsletters
    • Case Studies
    +
  • FIND YOUR POSSIBILITY Contact Us
  • FREE CONSULTATIONSchedule Today

Archive for Term: Topics

HomeBlogPortfolios
Posted on August 15, 2023
/
/ Q2MarkDMG

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

Absolute Trust Counsel, Alamo, Del Monte Group, Endless Inheritance, estate planning, Family Wealth Transitions, financial planning, Money, Podcast, preparing heirs, Richard Del Monte, Wealth Management

Podcast, Video

Read More
Posted on November 21, 2022
/
/ Q2MarkDMG

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

Alamo, Angela Wright, APlaceOfPossibility, Del Monte Group, Del Monte Group LLC, financial planning, inflation, Investing, market update, Podcast, Richard Del Monte, stock market, Wall Street, Wealth Management

Blog Post, Podcast

Read More
Posted on June 8, 2022
/
/ Q2MarkDMG

022: Reverse Mortgages: When Do They Make Sense & What You Need to Know

A Place of Possibiliy, Alamo, Amanda Keith, Angela Wright, Danville, HECM, home equity, Investing, Jumbo Reverse Mortgage, loans, Podcast, retirees, retirement, Retirement Income, Reverse Mortgages, Richard Del Monte

Podcast

Read More
Posted on February 15, 2022
/
/ Q2MarkDMG

015: Standing Your Ground: Navigating Market Meltdowns Like a Champ

A Place of Possibility, Alamo, Angela Wright, Investing, Investor, long-term investing, Market, Market Outlook, Market Prediction, Podcast, Richard Del Monte, stock market, stocks

Podcast

Read More
Posted on January 31, 2022
/
/ Q2MarkDMG

#014 How to Keep Money from Ruining Your Marriage

A Place of Possibility, Alamo, Andy Bryce, Angela Wright, APlaceOfPossibility, Del Monte Group, DelMonteGroup, Endless Inheritance, family wealth, Family Wealth Transitions, Financial Conversations, financial planning, Heirs, Inheritance, Investing, IRA, Life Transition, Money, Podcast, preparing heirs, real estate, Retire, retirement, Richard Del Monte, Tapping Through, Transfer of Wealth, Wealth, Wealth Management

Podcast

Read More
Posted on December 28, 2021
/
/ Q2MarkDMG

#013 One Week Left to Save a Bundle on Your 2021 Taxes

401k, A Place of Possibility, Alamo, Angela Wright, Charitable Contribution, Del Monte Group, FSA Money, I Bonds, Investing, IRA, medicare, Podcast, Required Minimum Distribution, Richard Del Monte, Roth IRA, Student Loans, Taxes

Podcast

Read More
Posted on September 1, 2020
/
/ Q2MarkDMG

Politics & Investing

With the November election just around the corner, you are starting to hear opinions about which presidential candidate will be better for the financial markets. Spoiler alert: the financial markets don’t really care. Stay invested my friends! “One-size-fits-all”...

Investing, Presidential Election, stock market

Video

Read More
Posted on July 17, 2020
/
/ Q2MarkDMG

The Election & The Markets

No matter which side of the aisle you sit on politically, you are probably concerned about the potential impact the upcoming presidential and congressional elections will have on the financial markets. Over the decades of my career, I’ve seen...

ELECTION, politics, stock market

Blog Post

Read More
Posted on May 28, 2020
/
/ Q2MarkDMG

Protecting Your Home’s Privacy Online

Did you know that anyone can view photos of your home online? From Google Street View for the outside to Zillow and Redfin for the inside, there's probably information that exceeds your comfort level available to the general public....

data security, online privacy

Blog Post

Read More
Posted on April 24, 2020
/
/ Q2MarkDMG

Should I Keep Investing During a Downturn?

Chris Hughes reminds us why we should keep investing, even during big market declines. Investing Through The Downturn from Del Monte Group on Vimeo. Alamo, CA neighbors and beyond it’s time to discover your Place of Possibility™ today....

Blog Post

Read More
  • 1
  • 2
  • 3
  • Next

Contact us

T 925.736.6410

F 925.263.1930

75 Golden Meadow Lane
Alamo, CA 94507

Del Monte Group

2 hours ago

Del Monte Group
As you may know, you must be out of the market for 30 days when you sell a stock. We recommend treading lightly when it comes to crypto, though! If you have questions about your portfolio or investments, please don’t hesitate to get in touch! >> aplaceofpossibility.com/meetdmg. For educational purposes only. aplaceofpossibility.com/disclaimer/#APlaceOfPossibility #DelMonteGroup #RetirementSavings #FinancialStrategies #TaxStrategies #SelfEmployement #FinancialLoopholes #NotIllegal ... See MoreSee Less

Video

View on Facebook
· Share

Share on Facebook Share on Twitter Share on Linked In Share by Email

Del Monte Group

2 days ago

Del Monte Group
Want to help an adult family member build their credit? You can add them as an authorized signer on a card you’ve had for a long time with a good history. Once the person has been a user for at least 30 days, the entire credit history transfers to them. That sounds like it should be illegal, but it’s not! Want to schedule an appointment with Richard or Angela? Visit our calendar to select a day and time that works for you! >> aplaceofpossibility.com/meetdmg. For educational purposes only. aplaceofpossibility.com/disclaimer/#APlaceOfPossibility #DelMonteGroup #RetirementSavings #FinancialStrategies #TaxStrategies #SelfEmployement #FinancialLoopholes #NotIllegal ... See MoreSee Less

Video

View on Facebook
· Share

Share on Facebook Share on Twitter Share on Linked In Share by Email

Del Monte Group

6 days ago

Del Monte Group
Did you know that 60% of the time, family wealth is lost over generations due to a lack of trust and communication within the family? One solution you may not have thought about is creating a legacy documentary. In this podcast, we are joined by Stephanie Shaterian, owner of fLO Content, a video production company that specializes in preserving family history, values, advice, and more through video. We hope you will join us for a fascinating discussion on how to maintain a legacy for generations to come. And don't forget to download a copy of our guide for you to have on hand or follow along with! >> aplaceofpossibility.com/apop42#APlaceofPossibility #DelMonteGroup #fLOContent #FamilyLegacy #PreservingthePast #FutureGenerations ... See MoreSee Less

Photo

View on Facebook
· Share

Share on Facebook Share on Twitter Share on Linked In Share by Email

Del Monte Group

1 week ago

Del Monte Group
Did you know you can open a debit card for your child, which helps them build credit? Many banks are moving away from this because they don’t make any money, but some, like Citibank and Bank of America, are still doing it. So, if you want to help your child build years of credit before they need it, this is a great opportunity. Have questions for Richard or Angela? Schedule a meeting today! >> aplaceofpossibility.com/meetdmg. For educational purposes only. aplaceofpossibility.com/disclaimer/#APlaceOfPossibility #DelMonteGroup #RetirementSavings #FinancialStrategies #TaxStrategies #SelfEmployement #FinancialLoopholes #NotIllegal ... See MoreSee Less

Video

View on Facebook
· Share

Share on Facebook Share on Twitter Share on Linked In Share by Email

Del Monte Group

1 week ago

Del Monte Group
If you’re a parent of young children, listen up! If they open a Roth IRA and contribute the maximum for about five years, they could have up to $3.6 million tax-free dollars by the time they hit retirement. How wild is that?! Need help with retirement planning? We can help! Visit our calendar and select a date and time that works for you. >> aplaceofpossibility.com/meetdmg. For educational purposes only. aplaceofpossibility.com/disclaimer/#APlaceOfPossibility #DelMonteGroup #RetirementSavings #FinancialStrategies #TaxStrategies #SelfEmployement #FinancialLoopholes #NotIllegal ... See MoreSee Less

Video

View on Facebook
· Share

Share on Facebook Share on Twitter Share on Linked In Share by Email

© 2023 Del Monte Group, LLC. All rights reserved
"A Place of Possibility" is a trademark of Del Monte Group 2008. All rights reserved.
Privacy Policy | Disclaimer
We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept All”, you consent to the use of ALL the cookies. However, you may visit "Cookie Settings" to provide a controlled consent.
Cookie SettingsAccept All
Manage consent

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.
CookieDurationDescription
cookielawinfo-checkbox-analytics11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional11 monthsThe cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy11 monthsThe cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.
Functional
Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.
Performance
Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
Analytics
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
Advertisement
Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.
Others
Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.
SAVE & ACCEPT