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“Sometimes the best
investments are the ones you
don’t make.” - Donald Trump

“I started with nothing. I still
have most of it.”
– Michael Davis

“The rich are taking their
advice from financial
advisors. The poor are
getting their advice from
Money Magazine.”
– Robert Veres

“Money doesn’t buy
happiness. The fellow with
$50M is no happier than the
fellow with $40M.”
– Anonymous

“A study of economics usually
reveals that the best time to
buy anything is last year.”
- Marty Allen

“If you don’t know where you
are going, you’ll probably end
up somewhere else.” - David Campbell

“Diversification is your
buddy.” - Milton Miller

“God created economists to
make weather forecasters
look good.” – Anonymous

“Our favorite holding period
is forever.” - Warren Buffett

“A major problem these days
is how to save for your
children’s college education
when you’re still paying for
yours.” – Davis Campbell

“Make use of time, let not
advantage skip.”
– William Shakespeare

“Inflation is when the buck
doesn’t stop anywhere.”
– Anonymous

“If only God would give me a
clear sign! Like making a
deposit in my name in a
Swiss bank account.”
– Woody Allen

Market Snapshot
On Target News: November 01, 2008
OTWP Officially Opens
October 01, 2008
OTWP Secures Office
July 08, 2008
OTWP Indiana Approved
June, 18 2008
OTWP Formed
Quick Client Login
Podcasts of Note: “What Should Investors Do Now?”
– Weston Wellington returns to the topic with a multi-part series on what investors should consider as they move forward.
“Vanguard Founder Gives Investment Tips”
– Washingtonpost.com video interview with Jack Bogle of Vanguard – 2/25/2009
“Stock Picking vs. Index Investing”
– From Yahoo! Video Tech Talk.
“Is It Different This Time?”
– Weston Wellington, DFA VP, offers perspective on the 2008 bear market.
“Noble Thinkers: Theory, Practice and Implementation”
– The American Finance Association and Dimensional Fund Advisors present a documentary on the work and ideas of five recipients of the Nobel Prize in Economics.
Recent Articles: March 24, 2009
Yes, diversification works - eventually
Feb. 22, 2009
The Index Funds Win Again
Jan. 8, 2009
Six Lessons for Investors
Oct. 17, 2008
Buy American. I Am.
Oct. 15, 2008
Is Pessimism Good News?

Fama/French Forum

Observations, opinion, research and links from financial economists Eugene Fama and Kenneth French.

Welcome to On Target!

On Target Wealth Partners provides Independent, Fee-Only Financial Engineering to clients passionate about implementing a strategic financial plan via a long term, scientific approach to wealth management. It sounds complicated, but actually the beauty of our approach is in its simplicity and transparency.

Independent

A Registered Investment Advisor firm with fiduciary responsibility to clients
Unbiased and free from traditional advisory conflicts of interest
Client-centric solutions without incongruent advisor firm incentives

Fee-Only

Full disclosure of all advisory fees
No hidden commissions or kickbacks ever accepted – we work for you only
Consultative approach versus traditional sales approach

Financial Engineering

Disciplined investment management and goal-oriented financial planning
A structured approach to wealth management that eliminates speculation, market timing and security selection
Diversified market exposures based on specific risk and return characteristics that have been determined through renowned academic research

This unique approach to financial services places On Target Wealth Partners and its clients on the same team. Make a commitment today to explore how On Target Wealth Partners can assist you in attaining your life goals and financial dreams … while permitting you more time to relax and enjoy the investment process.