Investments & Market Updates Archives - Total Wealth Planning

Category: Investments & Market Updates

Quarter 3, 2022 Market Review

Thank you for your interest in Total Wealth Planning’s Quarterly Market Review. This Review provides an update on the capital market performance and a timeline …

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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 of each.  Value style can be defined …

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Digitize and Declutter

Digitize and Declutter! By Robert Siegmann If you’ve experienced some recently hot days of summer as we have in Cincinnati, you may have opted to …

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Quarter 2, 2022 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 …

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Dimensional Fund Advisors – A Superior Approach to Investment Management

If you are evaluating mutual funds based on lower expense ratios (highly recommended!), then you likely will have Vanguard funds included on your list. The …

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Spring Cleaning for Your Investment Portfolio

Spring is here and it is time for Spring cleaning! By Dave Wilder, CFP Each Spring a popular family tradition is to clean up the house …

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Quarter 1, 2022 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 …

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Quarter 4, 2021 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 …

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Quarter 3, 2021 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 …

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Portfolios receive an allocation to Clean Energy

By Jon Andre, CFP Clean energy companies have been increasing in numbers for several years and as this industry has continued to grow, it has …

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