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Total Wealth Planning
Investments & Market Updates

Are New Stock Market Highs a Concern?

With many stock indexes such as the Dow Jones Industrial Average and the S&P 500 hitting new market highs, some investors may …

Total Wealth Planning
In The News

Rob Siegmann places 7th in the 2016 Business Courier Stock Contest

Evaluating individual stocks takes tremendous time, effort and cost.  Then, oftentimes it leads to more risk and disappointing …

Total Wealth Planning
College Planning

College Planning for High Net Worth Families – Responsibilities

College planning is a complex process. It can be challenging, time-consuming, and extremely expensive. Understanding all of the …

Total Wealth Planning
Retirement Planning

Do You Have a Retirement Vision Statement?

If you’re like most Americans, you’ve probably dreamed about retirement your entire career. For many, retirement represents freedom. …

Investments & Market Updates

Quarter 4, 2016 Market Review

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