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Blog & News

Joel Musser wins 1st place at Courier Stock Contest

Monday, January 13, 2020

Joel Musser

"Joel Musser, wealth adviser at Blue Ash-based Total Wealth Planning, generated a whopping 86.5% gain for the year to win the contest going away."


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Quarter 4, 2019 Market Review

Wednesday, January 8, 2020

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 for last year.
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2019 Year End Tax Planning Strategies

Monday, December 23, 2019

2019 Year End Tax Planning Strategies

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


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Less Cash in Your Portfolio Yields More Money in Your Pocket

Tuesday, December 3, 2019

Our investment management process allows clients to hold less unproductive cash in their portfolio.
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Joel Musser wins 1st place at Courier Stock Contest
Monday, January 13, 2020


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