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Del Monte Group
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A Place of Possibility for Wealth and Families
A Place of Possibility for Wealth and Families

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Many people think it is possible to pick top performing mutual funds based on past results. If you are in this camp, watch this short video clip. The reality is much different than we have been led to believe by the fund ranking services. Now you know! http://ow.ly/xVXY30lTe7T
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It's here! Part 7 of our Evidence-Based Investment Series: What Drives Market Returns? has been posted to our blog. This month we're diving into, you guessed it, market returns. What really drives them? Hint: It's not presidential tweets! Enjoy! http://ow.ly/RoqA30lPk69
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It’s a sad but not rare situation to die without a will or any estate planning. While nobody can know for sure why Aretha Franklin chose this route, the consequences of such a decision are almost always the same - suffering, turmoil, recriminations, insecurity, uncertainty, and distrust on the part of those left behind to pick up the pieces. Plus of course a giant payday for attorneys. #notcool http://ow.ly/auIV30lGw93
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It's here! Part III of our Sustainable Investing Series: An Evidence Based Approach to Sustainable Investing. If you have been wondering how to do better for the world with your investment dollars without having to sacrifice your own investment returns, please check out our series and lots more on the topic on our blog. http://ow.ly/3pqY30lfi9o
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Selecting a trustee to manage your estate and deal with your children after you're gone could be the most important estate planning choice you will make. Read this for some tips and let us know if you have any questions about your own situation.
http://ow.ly/Y7bP30lcWAE
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We talk a lot about legacy, and sometimes those without children feel left out. Here's a great article in the New York Times about how to craft a legacy when you don't have children. Enjoy! http://ow.ly/aU6P30l5p25
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Hot off the press! Check out part 4 of DMG's Evidence-Based Investing Insights Series and become a more informed investor than your brother-in-law! http://ow.ly/a0QB30krTj8
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Are you painstakenly working on the wrong parts of your estate? Do you know what your kids really want? We found this recent Forbes article, Your Top 10 Objects Your Kids Don’t Want, very eye opening. What do you think? http://ow.ly/yYBs30klVyY
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Is your family prepared for an estate crisis? Listen as Richard chats with a financial advisor, an estate planning attorney, and a psychotherapist to explore the exciting opportunity to help families proactively build strong foundations that can help them successfully navigate the stressful, life-changing loss of loved ones and thrive. http://ow.ly/LeRM30kga2C
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“If you want a happier family, create, refine and retell the story of your family’s positive moments and your ability to bounce back from the difficult ones. That act alone may increase the odds that your family will thrive for many generations to come”. http://ow.ly/MLeX30k2kbz
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