Search
Close this search box.

Category: In The News

Quarter 2, 2019 Market Review

We are pleased to share a review of world capital market performance and a timeline of events that occurred during the most recent quarter and ...
Read More →

Show your patriotism this 4th of July!

I recently read the transcript of Mayor (of Indian Hill) Gary Kuenning’s speech from Memorial Day and he shared a few ideas on how we ...
Read More →

Rob Siegmann Quoted in Recent Wall Street Journal Article

Protecting client data has always been one of our top priorities at Total Wealth Planning.  Rob Siegmann was recently quoted in a Wall Street Journal article about ...
Read More →

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 results when comparing to a globally diversified ...
Read More →

Rob Siegmann Named Business Courier 40 Under 40 Winner!

Rob Siegmann has been named as one of the Cincinnati Business Couriers 40 Under 40 for 2015!  
Read More →

Do you Still Need an Emergency Fund as You Get Older

Rob Siegmann gives advice on keeping an emergency fund as you near retirement.
Read More →

Total Wealth Planning is Ranked #351 in the Financial Advisor 2016 RIA Ranking

FA Magazine has ranked Total Wealth Planning #351 in the 2016 RIA Rankings.
Read More →

Semi-Finalist for the Goering Center Family & Private Business Awards!

Total Wealth Planning is a semi-finalist for the Goering Center Small & Private Business Awards.
Read More →

Rob Siegmann Wins 1st Place in the 2015 Business Courier’s Annual Stock Picking Contest

Rob Siegmann is the winner of the Cincinnati Business Couriers 2015 Stock Picker Contest!
Read More →

Financial Management Group Rebrands as Total Wealth Planning

August 5, 2015 Cincinnati-area financial and wealth planning firm Financial Management Group is now known as Total Wealth Planning. “After 25 years, we have a ...
Read More →
Search