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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

"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.

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

Best In Class Alliances PDF Print E-mail

TD AMERITRADE Institutional is a leading provider of comprehensive brokerage and custody services to more than 4,000 fee-based, Independent Registered Investment Advisors (RIAs) and their clients. Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to run their practices more efficiently and effectively, while optimizing time with clients.

Additionally, TD AMERITRADE Institutional provides a robust offering of products, programs and services. These services are all designed to help advisors build their businesses and do the best possible job they can help their clients with their financial goals.

 

Dimensional Fund Advisors is a registered investment advisor headquartered in Santa Monica, California.  Dimensional maintains regional sales offices in Chicago and Vancouver and sales and trading offices in Austin, London and Sydney. 

As of 30 June 2008, the firm managed over $150 billion for over 450 institutional clients, including corporate, public, and Taft-Hartley retirement plans, endowments, and foundations; and clients of over 900 DFA approved registered investment advisors.

Dimensional forged a new way to invest. The firm inaugurated its strategies in 1981 with early research into the stronger performance of small cap stocks. Later, a comprehensive analysis of stock prices worldwide deepened the strategy repertoire and set a new standard for portfolio design. This evolution reflects an abiding belief in financial science and the efficacy of capital markets.

 


Morningstar Officehttp://corporate.morningstar.com/US/images/SM_10p_grey.gif is our complete practice and portfolio management system for independent financial advisors. This single, all-inclusive platform is designed to support the core aspects of an advisor’s practice. It features robust portfolio management and performance reporting, advanced research capabilities, sophisticated investment planning, and intuitive customer relationship management (CRM) tools for batch reporting and secure communications using the Client Web Portal and document vault.