Philanthropy

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

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$50M is no happier than the
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– Anonymous

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have most of it.”
– Michael Davis

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is how to save for your
children’s college education
when you’re still paying for
yours.” – Davis Campbell

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

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

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

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

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

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is forever.” - Warren Buffett

“Diversification is your
buddy.” - Milton Miller

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

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advisors. The poor are
getting their advice from
Money Magazine.”
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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
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Podcasts of Note: "Why Dimensional"
- Dimensional brings financial science to the practical world of investing.

"Behavioral Biases"
- Research indicates that humans are not naturally wired for prudent, long-term investing.

"Government Intervention and Stock Returns"
- Should equity investors be alarmed by the prospect of greater government intervention in the US economy?

“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: January, 2010
Inefficient Markets Are Still Hard to Beat
October, 2009
Staying Calm in a World of Dark Pools, Dark Doings

October, 2009
Active Management Loses in Risk Study
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SPIVA Report Year-End 2008
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.

Philanthropy

On Target Wealth Partners’ mission obviously includes making a substantial difference in the financial lives of its clients. Additionally, On Target Wealth Partners seeks to partner with clients in making an investment and similar impact in the broader community.

Since inception, On Target Wealth Partners have offered clients a fee-reduction, donation-match opportunity called On Target Philanthropy. Clients can choose to receive a small fee reduction in return for a commitment to donate correspondingly to one or all of the following On Target selected charities and non-profits:

Logo Charity 1: Description, link (Coming Soon)
Logo Charity 2: Description, link (Coming Soon)
Logo Charity3: Description, link (Coming Soon)
Logo Charity 4: Description, link (Coming Soon)
Logo Charity 5: Description, link (Coming Soon)

On Target Wealth Partners then agree to match every client donation dollar for dollar up to the corresponding reduction in fees, spread evenly among each charity and non-profit. Together, On Target Wealth Partners and its clients are giving back to society and fostering positive change in both the local Indianapolis and broader United States communities.