Category: Investments & Market Updates

Proactive tax planning throughout the year is the key to reducing taxes and maximizing your after-tax dollars for wealth accumulation. This is accomplished by applying ...

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 ...

As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global ...

The following is a message from Total Wealth Planning relative to recent market performance and volatility: Stocks in the U.S. recorded solid gains in the ...

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 ...

E+R=O, your reactions determine your success!! As an operations professional, I enjoy learning new ways to get work done more efficiently, or improve my perspective ...

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 ...

After 25 years in the investment management business, I’ve seen a number of fooled investment strategies, tips, ideas and even gimmicks.  By now, most of ...

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 ...

Last week, stocks went on sale again.  The S&P 500 dropped 5.9% over five days, its worst week since January 2016.  The bargain hunters didn’t ...