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On Target News

01 November 2013
OTWP Celebrates Five Years

09 March 2013
OTWP COMMUNITY OUTREACH

31 January – 01 February 2013
TD AMERITRADE NATIONAL ADVISOR CONFERENCE

10 October 2012
INDIANA SECRETARY OF STATE ADVISOR CONFERENCE

February 01 – 03, 2012
TD Ameritrade National Conference

October 01, 2011
OTWP Moves Office Location

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



"The Current Market Aftershock"
Using an illustrated timeline, David Booth chronicles US stock market performance in four periods since World War II. His review suggests prevailing market sentiment is often wrong and that investors must stay disciplined through all market environments to pursue their long-term goals.

"The Economics Of Fiscal Deficits"
Many investors are concerned that rising government debt will stunt economic growth and hamper market returns. Marlena Lee examines historical data to test the relationships between fiscal deficits, interest rates, business activity, investment returns, and exchange rates. Her conclusions may surprise investors who are pessimistic about future market performance.

"Father of Modern Finance Weighs In"
- U. of Chicago finance professor Eugene Fama, widely known as the "father of modern finance," discusses whether the government is the biggest risk to economic recovery.

"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 2014
Surprise! No Selloff in 2013

November 2013
Simplicity and Sophistication

August 2013
Where the Smart Money Is Headed

July 2013
OTF Second Guessing

October 2012
Top 10 Money Excuses

October 2012
Down To The Wire: Another Wall of Worry

August 2012
In Other News

March 2012
Why Panic? A Couple’s Nest Egg Better Left Alone

Feb. 2012
Cracks in the Crystal Ball

Jan. 2012
Inefficient, Schminefficient

Dec. 2011
Things Change

Feb. 7, 2011
Where the Thrills and Chills Will Be in 2011

Feb. 7, 2011
That’s Better Now

July 28, 2011
PERSPECTIVES ON THE U.S. DEBT CEILING DEBATE

June 2011
Discipline: Your Secret Weapon

March 2011
The Current Aftershock

Jan. 10, 2011
Analysts Prove Hazardous as Contrarian Stocks Surge

Jan. 8, 20110
Market Predictions, With Many Grains of Salt

June, 2010
Luck Is The Key To Success For Most Top Mutual Funds

February, 2010
Active Management Is Uncompensated Risk

February, 2010
How firms fool equity analysts

February, 2010
Index Funds, Dowdy to Some, Get a Notable Endorsement

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

August, 2009
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.
Welcome to On Target! PDF Print E-mail

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.