Core Principles

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

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

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

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

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

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

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

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

“Diversification is your
buddy.” - Milton Miller

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

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

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

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

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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
Quick Client Login
Podcasts of Note: "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: 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.

Core Principles

The mission of On Target Wealth Partners is to provide clients with disciplined, long-term, passive financial management via risk appropriate investment portfolios and goal-based financial planning integration. As an Indiana State registered investment advisor firm, On Target Wealth Partners offer clients the following fundamentals in its advisory relationship:

Integrity and Commitment: The bedrock foundation of any advisory business worth its salt is uncompromising integrity. Trust and partnership must never be questioned to accomplish stated financial goals. On Target Wealth Partners was formed to consult versus sell, listen versus preach, deliver versus maintain, and above all, sincerely commit to a professional and honest pursuit of financial goal attainment for all clients.

Conflict-Free Advisory Structure: As an independent and a registered investment advisor firm, On Target Wealth Partners is held to the same fiduciary and ethical standards as CPAs, lawyers and physicians. The clients’ best interests are paramount to the firm’s ultimate success. On Target Wealth Partners will not accept any product commissions, incentives or conflicts of interest in providing the most appropriate client solutions and advice.

Proven Investment Philosophy: Eighty years of market data and significant academic evidence clearly indicate a passive investment strategy with properly designed and diversified portfolios based on appropriate asset allocation is the model of best results. On Target Wealth Partners works together with clients to maximize long term returns at a desired level of risk.

Cost and Tax Efficient Awareness: On Target Wealth Partners always seek highly efficient portfolio solutions for clients knowing that excessive management fees, advisory fees, taxes and other related expenses can be a significant drag on returns and wealth creation. Passive, low turnover and low cost funds along with tax efficient asset allocation offer the best long term after-tax returns.

A Wealth Plan Unique to Each Client: While the fundamentals, investment philosophy and institutional class products will always drive On Target Wealth Partners’ advisory recommendations, each and every client will have their own unique solution. Services are personalized and customized to identify and address all circumstances relevant to each client’s lifetime goals.