Category: Investments & Market Updates

There is no question that 2020 was a difficult year for most Americans.  Investors faced a unique set of circumstances while navigating many negative headlines ...

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 ...

Many investors strive to achieve the highest rate of return possible for their portfolio. It seems that this is the best way of accumulating more ...

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 ...

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 ...

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 ...

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 ...

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.” ...

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 ...

Why do our clients at Total Wealth Planning not want us to provide investment performance like the S&P 500 Index? To answer this, it is ...