Richard Del Monte

In this engaging discussion, Richard Del Monte, a seasoned partner advisor at Allworth Financial with over 35 years of experience, shares eye-opening insights for dental practice owners. He argues that traditional financial strategies are outdated and reveals how the 60-40 portfolio approach fails to maximize wealth. Richard delves into alternative investments, including private assets, and discusses the benefits of direct indexing and advanced tax strategies. He warns against common investing pitfalls and emphasizes the importance of finding a holistic financial advisor.