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TOTAL WEALTH PLANNING VALUE STATEMENT

What makes us distinct is we provide a comprehensive view of your financial life and all the factors that go into life planning. What this means to you is help with personal decision making and putting a date on things. We help you manage your finances and investments, while taking into consideration tax planning, professional moves, kids, retirement, healthcare and other important priorities. It’s about life planning and gaining more comfort with your long-term financial security.
 

Blog & News

Quarter 3, 2017 Market Review
Posted By:  Dave Wilder CFP®, CTFA, MST, AIF®, CEPA
Thursday, October 5, 2017

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.   This quarterly review begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

It's important to note this review is intended for informational purposes and should not be considered as investment advice.  Also, please note that past performance is no guarantee of future results. 

We are happy to discuss any questions or concerns you may have regarding this information or the management of your portfolio.

(click image below to open review)


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  • Business Owners
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  • Firm Updates
  • Investments & Market Updates
    • 08/18/2020 - Ignoring Short-Term Oriented I
    • 08/11/2020 - Top 10 Reasons NOT to Invest i
    • 07/30/2020 - The Potential Hazard of Invest
    • 07/08/2020 - Quarter 2, 2020 Market Review
    • 04/06/2020 - Quarter 1, 2020 Market Review
    • 03/31/2020 - Humans Are Not Wired for Disci
    • 03/23/2020 - Market Update, March 23, 2020
    • 03/16/2020 - Market Update March 16, 2020
    • 03/11/2020 - Market Update March 11, 2020
    • 02/28/2020 - The "Health" of Your Portfolio
    • 01/08/2020 - Quarter 4, 2019 Market Review
    • 12/03/2019 - Less Cash in Your Portfolio Yi
    • 10/04/2019 - Quarter 3, 2019 Market Review
    • 07/05/2019 - Quarter 2, 2019 Market Review
    • 04/12/2019 - Quarter 1, 2019 Market Review
    • 04/11/2019 - Looking Beyond Average Investm
    • 03/12/2019 - Dimensional Fund Advisors – A
    • 01/24/2019 - 2019 Annual Limit Changes
    • 01/08/2019 - Quarter 4, 2018 Market Review
    • 12/12/2018 - Why Should You Diversify?
    • 10/29/2018 - Perspective on Recent Market V
    • 10/08/2018 - Quarter 3, 2018 Market Review
    • 08/08/2018 - E+R=O, your reactions determin
    • 07/06/2018 - Quarter 2, 2018 Market Review
    • 05/31/2018 - Bitcoin vs Gold
    • 04/09/2018 - Quarter 1, 2018 Market Review
    • 03/26/2018 - Another Tariff, Another Downtu
    • 02/07/2018 - Professor Jeremy Siegel @ Xavi
    • 01/05/2018 - Quarter 4, 2017 Market Review
    • 10/05/2017 - Quarter 3, 2017 Market Review
    • 07/14/2017 - What is Value Style investing,
    • 07/10/2017 - Quarter 2, 2017 Market Review
    • 05/24/2017 - Is Anyone Managing Your 401(k)
    • 04/05/2017 - Quarter 1, 2017 Market Review
    • 03/01/2017 - Are New Stock Market Highs a C
    • 01/05/2017 - Quarter 4, 2016 Market Review
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INVESTMENT
MANAGEMENT

Our investment management process is focused on helping you maintain financial stability, preventing mistakes and accomplishing your investment objectives. We don’t just focus on market performance or predictions. We focus on what performance means and how it impacts your long-term goals. It starts with returns, but it is about making life decisions. Working together, you gain a degree of confidence when uncertain times come.

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RETIREMENT AND
TAX PLANNING

We help you determine how long to work and when to retire to continue your lifestyle. We analyze when and how to take money from your portfolio to replace your paycheck, with an eye on tax efficiency, spending, healthcare and social security maximization. We address the primary concern of having your money last for the rest of your life.




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HOLISTIC/COMPREHENSIVE
PLANNING

Our comprehensive planning focuses on real life. It’s putting a date to your goals and steering your life based on analysis, giving you choices and alternatives. You gain the ability to see how reachable your goals are. It starts with getting to know you and the way you want things done to fulfill your needs. We take into consideration your family and all the secondary factors that go into a comprehensive financial plan.


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WE'VE BEEN LISTENING
FOR OVER 30 YEARS

Total Wealth Planning’s team of Certified Financial Planners® are here to listen to you and your questions. We never want you to feel rushed. The real benefit is having a road map to help ensure the key elements of your financial life are in order.


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