Category: Investments & Market Updates
Quarter 2, 2023 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 …
Quarter 1, 2023 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 …
Silicon Valley Bank (SVB) Causes Market Volatility
In light of recent market volatility, which has been driven by concerns about the banking sector, we want to provide some timely perspective beyond the …
For the Love of Money and Movies
Today, I’m sharing some content from another COO in the financial advisory business, Nick Maggiulli, who is an excellent thinker and writer. You can subscribe …
Quarter 4, 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 …
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 …
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 …
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 …
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 …
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 …
