In October 2023, the Wall Street Journal said the 60/40 portfolio was dead, yet one month later, it had its best month since 2020. One more example of why you shouldn’t make money moves based on the news!
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Del Monte Group has been in business for over 35 years, cultivating relationships and building a family of lifelong clients just like you. If you need help navigating life challenges, are seeking smart, resourceful planning, or just want to find confidence and peace of mind, get in touch. We’re always here to help at 925.736.6410, [email protected], or Angela at [email protected].
YOU’RE INVESTED, AND SO ARE WE™. If you’re looking for out-of-the-box financial wellness support that offers long-term success even while navigating life transitions and challenges, we’ve got your back. Get started by scheduling a 30-minute session with Richard or Angela today https://calendly.com/delmontegroup.
FREE INVESTMENT ANSWER E-BOOK Team DMG loves a good book, and that’s why we’re excited for the opportunity to present you with a FREE copy of the "Investment Answer" because we know it will change the way you look at investing for good. No, we didn’t write this book, but we believe it is a fantastic tool that every investor should have in his or her arsenal. Download your e-book here https://mailchi.mp/aplaceofpossibilit....
DID YOU KNOW? When Wealth Is Transferred from One Generation to the Next, 70% of the time, That Generation Loses the Wealth by the End of Their Lifetime? How does all of this happen? Lack of connection, communication, and preparation. Don’t let this happen to your family. Get your FREE copy of Richard's book: Endless Inheritance, and learn how to ensure your wealth will live on https://mailchi.mp/aplaceofpossibilit....
ARE YOU READY TO BECOME A BETTER INVESTOR? We’ve got you covered! Download a free copy of our e-book, Evidence-Based Investment Insights, and discover proven principles to help you maximize your financial growth https://mailchi.mp/aplaceofpossibilit....
Looking for speakers who can help navigate life transitions or help build a secure income plan for the next chapter in life? Richard Del Monte and Angela Wright have spoken at dozens of organizations in the greater Danville area and love to contribute valuable information. If you need customized wealth management insights broken down into simple, engaging content specifically for your group, get in touch today. https://aplaceofpossibility.com/contact/
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