Blog & News

  • All
  • Business Owners
  • Charitable Planning
  • Client Experience
  • College Planning
  • Estate Planning
  • Executive Compensation
  • Financial Planning
  • Firm Updates
  • In The News
  • Investments & Market Updates
  • Retirement Planning
  • Security & Privacy
  • Taxes
  • Uncategorized
Total Wealth Planning
Firm Updates

A Fee-Only Fiduciary for all Wealth Planning clients, not just for Retirees

As you may have noticed in the news, investment advisory firms must adhere to a new Fiduciary Rule published by …

Firm Updates

Total Wealth Planning Named Goering Center Award Semi-Finalist for 2nd

The Goering Center for Family and Private Business announced the list of semi-finalists for their annual local business …

Investments & Market Updates

What is Value Style investing, and how is it different from Growth Style?

Equity securities are generally categorized as either value style or growth style, although a stock can have properties …

Investments & Market Updates

Quarter 2, 2017 Market Review

We are pleased to share a review of world capital market performance and a timeline of events that …

Firm Updates

Total Wealth Planning Welcomes a New Intern for Summer 2017

At Total Wealth Planning, we believe in giving back to our community in a variety of ways. We …