Investments & Market Updates Archives - Total Wealth Planning

Category: Investments & Market Updates

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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Quarter 2, 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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E+R=O, your reactions determine your success

As an operations professional, I enjoy learning new ways to get work done more efficiently, or improve my perspective on work/life balance. As Jack Canfield …

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Quarter 1, 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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Is Anyone Managing Your 401(k)?

Many investors have a 401(k) or 403(b) retirement plan that includes limited investment options and, as a result, fewer opportunities to diversify. In order to …

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