Thank you for your interest in Total Wealth Planning’s Quarterly Market Review. This Review provides an update on the capital market performance and a timeline of events that occurred during the most recent quarter and for last year. A general overview of global stock market performance is provided, followed with investment returns of various stock and bond asset classes in the US and international markets.
We are happy to discuss any questions or concerns you may have regarding this information or the management of your portfolio.
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Jordan Nare is a Portfolio Operations Associate at Total Wealth Planning, a fee-only fiduciary financial planning firm in Cincinnati (Blue Ash), Ohio. He plays an essential role in supporting the investment team. His responsibilities include managing the firm’s portfolio reporting database, monitoring daily accounts, assisting with portfolio management, trading, research, and other related projects. His extensive experience and passion for serving clients makes him an invaluable asset. Jordan can be reached at jordan@twpteam.com.
