The Total Wealth Plan
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An online journal of our latest views and no-nonsense financial education.
September 4, 2019
Around the beginning of every year, most major financial publications print articles with interviews of market experts talking about what they expect in the com...
August 1, 2019
The second quarter of 2019 continued the positive returns from the first quarter, although not as robustly. In our latest investment briefing, found here, we lo...
February 6, 2018
2017 was one of the least volatile years in US stock market history, with most major indices enjoying 20% or more in positive returns. What might that tell us a...
May 3, 2017
Are you ready for the next hot IPO?
An initial public offering, or IPO, issued by a popular company can seem like a very tempting opportunity to buy into an earl...
February 24, 2017
When the DOW surpassed 20,000 recently, many people predicted an immediate market correction. Thus far, they’ve been wrong. And while it’s quite attention gra...
October 25, 2016
To say the least, this year's US Presidential election has been unsettling and extremely polarizing. Partisan rancor has the nation divided, and cautious invest...
October 6, 2016
Are you expecting a financial windfall? Receiving a large inheritance or other sizable sum of money is a stroke of good fortune that most of us believe only hap...
September 13, 2016
What should investors do when markets get bumpy?
When markets are volatile, it's tempting to change something in your investment plan simply because other inve...
August 2, 2016
After the market staged an impressive recovery off of its swoon during the first two months of 2016, and then weathered the UK's June Brexit vote, we are mindfu...
June 24, 2016
Yesterday, by a narrow margin, the citizens of the United Kingdom voted to exit the European Union. This move was quite unexpected by financial markets, as poll...
Older Posts >
The Impact of Working Part-time In Retirement
September 4, 2018
A Mortgage Free Retirement May Not Be The Best Financial Decision
July 30, 2018
Current Workers More Confident About Retirement Than Actual Retirees
June 7, 2018
May 29th (5/29) is National 529 College Savings Plan Day!
May 21, 2018
Low Volatility Years Usually Calm Before The Storm
The Value Of Financial Advice
February 28, 2017
Are You Expecting A Financial Windfall?
Healthcare Options If You Retire Early
September 27, 2016
How Much Can You Safely Spend In Retirement?
September 20, 2016
Surviving Market Volatility
Economy & Markets (11)
Shared Articles (3)