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Category: Investments & Market Updates

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

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 ...
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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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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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