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The Potential Hazard of Investing in the S&P 500 Index

Thursday, July 30, 2020


Is it reasonable for clients to expect Total Wealth Planning to generate investment returns comparable to the S&P 500 Index? To answer this, it is important to understand the risks associated with a particular investment. Placing all of one's assets in an index such as the S&P 500, which is concentrated in large-cap US companies, is a high-risk and volatile strategy. When working with clients, we gauge each individual's capacity for accepting such high risks. We have an established process that begins with collecting responses to risk tolerance questionnaires. We also have discussions with clients about their cash flow needs and determine how much risk they have experienced before becoming a client.
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Nine Mistakes That Can Cost You Financial Aid

Tuesday, July 28, 2020

Nine Mistakes That Can Cost You Financial Aid

As most parents know, college is expensive. Often, financial aid can help minimize a family's total cost to attend the school of their dreams. However, there are many common mistakes that can forfeit some of this money. What you do, or don't do, when filling out financial aid forms can cause you to lose eligibility for some things. Sure, financial aid is complicated, yet some of these mistakes happen much too often.
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Quarter 2, 2020 Market Review

Wednesday, July 8, 2020

We are pleased to share 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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The Fear of Long-Term Care

Thursday, July 2, 2020

Long Term Care

The financial impact of long-term care can be devastating to the sustainability of one's retirement assets and the preservation of their estate.


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The Potential Hazard of Investing in the S&P 500 Index
Thursday, July 30, 2020


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