June 28, 2023 – The timeline for the official and final custodian transition of TD Ameritrade to Schwab is determined. All accounts will begin transition from TD Ameritrade to Schwab at 8:30pm ET on September 1, 2023. There will be a “black-out” period without online account access over the Labor Day holiday until OTWP clients get new access at Schwab Alliance on September 5, 2023 (more details as the transition approaches)
October 4, 2018 – Greg Schiffli attended the State of Indiana Securities Division Investment Adviser Conference at the Indiana Government Center. Agenda items included senior savings protection, cybersecurity, registration, examination and industry updates.
October 21, 2016 – Greg Schiffli attended the State of Indiana Securities Division Investment Adviser Conference at the Indiana Government Center. Agenda items included examination and industry updates, an Indiana fraud documentary, and diminished capacity in financial decision-making.
23-24 October 2014: Greg Schiffli represented OTWP at the 2015 Dimensional Fund Advisors Advanced Symposium Conference in Santa Monica, California. The event, featured a variety of speakers from DFA, best practice sharing, and learning opportunities.
About On Target Wealth Partners, LLC
On Target Wealth Partners, LLC (www.ontargetwealth.com) is an independent, fee-only financial consulting firm based in Indianapolis, Indiana. Clients receive unbiased financial advisory services in the form of disciplined investment management grounded in academic research and goal-oriented financial planning
Contact: Gregory Schiffli
On Target Wealth Partners, LLC
Phone: 317.731-7243
greg@ontargetwealth.com
20 August 2014: Greg Schiffli represented OTWP at the 2015 Dimensional Fund Advisors Regional Conference in Indianapolis, Indiana, at the JW Marriott. The event, featured a variety of speakers from DFA, best practice sharing, and learning opportunities.
About On Target Wealth Partners, LLC
On Target Wealth Partners, LLC (www.ontargetwealth.com) is an independent, fee-only financial consulting firm based in Indianapolis, Indiana. Clients receive unbiased financial advisory services in the form of disciplined investment management grounded in academic research and goal-oriented financial planning
Contact: Gregory Schiffli
On Target Wealth Partners, LLC
Phone: 317.731.7243
greg@ontargetwealth.com
29 April 2014: Greg Schiffli represented OTWP at the 2015 Indiana Secretary of State's Investment Advisor Conference in Muncie, Indiana, at the campus of Ball State University. The event, featured an overview of the Office of the Secretary of State, a securities update on crowdfunding and information on investment advisor examinations.
About On Target Wealth Partners, LLC
On Target Wealth Partners, LLC (www.ontargetwealth.com) is an independent, fee-only financial consulting firm based in Indianapolis, Indiana. Clients receive unbiased financial advisory services in the form of disciplined investment management grounded in academic research and goal-oriented financial planning
Contact: Gregory Schiffli
On Target Wealth Partners, LLC
Phone: 317.731.7243
greg@ontargetwealth.com
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
"Tuning Out the Noise"
"Can You Predict a Good Time to Buy and Sell Stocks?"
"Make Sure It Isn’t an Old Idea in Disguise"
"The 200th Draft"
"Dimensional Funds Empirical Work"
"Dimensional's Flexible Trading Approach"
"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.
June 2023
Midyear Review: Staying Focused as Markets Shift
March 2023
Hoop Dreaming Is Fun in March. Investing Realities Apply across a Lifetime.
October 2022
Rising Rates: Short-Term Pain for Long-Term Gain?
April 2022
Four Ways to Improve the Probability of a Good Retirement
December 2021
When It’s Value vs. Growth
December 2021
Why a Stock Peak Isn’t a Cliff
November 2015
The Rise of Short-Term Rates
October 2015
How Not to Prevent the Next Financial Meltdown
September 2015
The Cost of a Perfect Market Timing Strategy
June 2015
DFA’s Disciplined Approach Earns It a Top Mark
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?
| Observations, opinion, research and links from financial economists Eugene Fama and Kenneth French. |
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