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DFA Advanced Symposium Conference

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

DFA Regional Conference

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

Indiana Investment Advisor Conference

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

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Podcasts of Note

"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.

Recent Articles

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?

Fama/French Forum

Industry Quotes PDF Print E-mail

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


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


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


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


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


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


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


“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


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


“A gold mine is a hole in the ground with a liar on top.” – Mark Twain


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


“When the time comes to buy, you won’t want to.” – Walt Deemer


“Risk is good.  Not properly managing your risk is a dangerous leap.” Evil Knieval


“There are two times in a man’s life when he should not speculate: when he can’t afford it and when he can.” – Mark Twain


“… the best way to own common stocks is through an index fund.” – Warren Buffett


“It’s not easy to get rich in Las Vegas, at Churchill Downs or at the local Merrill Lynch office.” – Paul A. Samuelson


“I’ve found that when the market’s going down and you buy funds wisely, at some point in the future you will be happy.  You won’t get there by reading.” – Peter Lynch


“October.  This is one of the peculiarly dangerous months to speculate in stocks.  The others are July, January, September, April, November, May, March, June, December, August and February.” – Mark Twain


“Speculation is an effort, probably unsuccessful, to turn a little money into a lot.  Investment is an effort, which should be successful, to prevent a lot of money from becoming a little.” – Fred Schwed Jr.


“All the time and effort people devote to picking the right fund, the hot hand, the great manager, have, in most cases, led to no advantage.” – Peter Lynch


“There are two kinds of investors, be they large or small:  those who don’t know where the market is headed and those who don’t know what they don’t know.  Then again, there is a third type of investor: the investment professional, who indeed knows he doesn’t know, but whose livelihood depends upon appearing to know.” – William Bernstein


“For more money has been lost by investors in preparing for corrections or anticipating corrections, than has been lost in the corrections themselves.” – Peter Lynch


“Do not value money for any more nor any less than its worth; it is a good servant but a bad master.” – Alexander Dumas fils


“No matter how skillful the trading scheme, over the long haul, abnormal returns are sustained only through abnormal exposure to risk.”  - Alan Greenspan


“The greatest enemy of a good plan is the dream of a perfect plan” – von Clausewitz


“Don’t gamble; take all your savings and buy some good stock and hold it till it goes up, then sell it.  If it don’t go up, don’t buy it.”  - Will Rogers


“You really don’t need to begin saving for retirement before you reach 60.  At that point, simply save 250 percent of your income each year and you’ll be able to retire comfortably at 70.” – Jonathan Pond


“The investor’s chief problem – and even his worst enemy – is likely to be himself.” – Benjamin Graham


“I have become increasingly convinced that the past records of mutual fund managers are essentially worthless in predicting future success.  The few examples of consistently superior performance occur no more frequently than can be expected by chance.”  - Burton G. Malkiel


“The four most dangerous words in investing are, ‘It’s different this time’.” – Sir John Templeton


“Diversification is your buddy.”  - Milton Miller


“Success in investing doesn't correlate with I.Q. once you're above the level of 25. Once you have ordinary intelligence, what you need is the temperament to control the urges that get other people into trouble in investing.” – Warren Buffett


“Experienced investors will tell you there' s no ideal time to buy investment and, if there was, most people only recognize it with hindsight.” – Annette Sampson


“Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.” – Paul Samuelson


“Financial peace isn't the acquisition of stuff. It's learning to live on less than you make, so you can give money back and have money to invest. You can't win until you do this.” – Dave Ramsey


“The most important quality for an investor is temperament, not intellect... You need a temperament that neither derives great pleasure from being with the crowd or against the crowd.” – Warren Buffett


“Those unwilling to invest in the future haven’t earned one.” – H. W. Lewis


“Successful investing is anticipating the anticipations of others.” – John Maynard Keynes


“Emotions are your own worst enemy in the market.” – Don Hays


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


“Market risk is like taking a plunge into a cool pool … a lot of people are finding out right now what their risk tolerance is.” – William Berstein


“The market does not beat them.  They beat themselves, because though they have brains they cannot sit tight.” – Jesse Livermore


“Amateurs focus on rewards.  Professionals focus on risk!” – Harald Anderson