Category: Investments & Market Updates

Growth triggers fee reductions in DFA funds

In response to outstanding growth in their core mutual fund business, one of our top mutual fund managers, Dimensional Fund Advisors (aka DFA Funds) have …

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Looking for Peace of Mind? Do Not Let the 2020 Presidential Election Give You Fits.

Does the following sound familiar? “If Joe Biden gets elected, everyone will dump all their stocks so they won’t have to pay the higher capital …

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Quarter 3, 2020 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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Why Investors Might Think Twice About Chasing the Biggest Stocks

Large stocks typically dominate the news headlines and attract unsophisticated investors hoping to ride the wave that already passed. As companies grow to become some …

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Ignoring Short-Term Oriented Investment Fads

Total Wealth Planning’s investment approach and philosophy is one that tunes out the noise and focuses on providing predictability for a client’s goal “funding vehicle.” …

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Top 10 Reasons NOT to Invest in Bitcoin

Bitcoin showed all the signs of a speculative bubble when it rose in popularity as an alternative investment. It skyrocketed in value very quickly, with …

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The Potential Hazard of Investing in the S&P 500 Index

Is it reasonable for clients to expect Total Wealth Planning to generate investment returns comparable to the S&P 500 Index? To answer this, it is …

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Quarter 2, 2020 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 1, 2020 Market Review

Below is a review of world capital market performance and a timeline of events that occurred during the most recent quarter and for last year.  …

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Humans Are Not Wired for Disciplined Investing

The human brain is not wired to be great at investing. The more investors who understand this, and can see how emotions and mental shortcuts …

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