Category: Investments & Market Updates

Market Update, March 23, 2020

In these moments, our most important job at Total Wealth Planning is to ensure our clients continue on the appropriate course with their investments. Doing …

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Market Update March 16, 2020

It would be outside the scope of human nature not to be at least a little concerned with how fast the markets have dropped in …

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Market Update March 11, 2020

Although the stock market has lost value recently, the good news is that we are always prepared for these types of events by maintaining a …

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The “Health” of Your Portfolio Is, and Will Be, Fine.

The recent news regarding the coronavirus is concerning and we are hopeful that this epidemic ends quickly. From an investment standpoint, the news has resulted …

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Quarter 4, 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 …

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Less Cash in Your Portfolio Yields More Money in Your Pocket

Our firm is committed to looking for ways to add value to client relationships. The intention of this blog is to draw attention to one …

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Quarter 3, 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 …

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Quarter 1, 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 …

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Quarter 1, 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 …

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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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