David Wilder

David Wilder

David D. Wilder CFP®, CTFA, MST, AIF®, CEPA – Principal & Chief Investment Officer As Chief Investment Officer, Dave chairs Total Wealth Planning’s Investment Policy Committee and leads and manages the investment management team. He is primarily responsible for investment research, preparing and communicating Total Wealth Planning’s economic and investment outlook. As Principal, Dave is responsible for investment advice, with extensive client contact and client-relationship management. He has a Master’s in Tax Law (MST) from Villanova University and is a CFP®, a Certified Trust and Financial Advisor (CTFA), and a Certified Exit Planning Advisor (CEPA).

Is Anyone Managing Your 401(k)?

Many investors have a 401(k) or 403(b) retirement plan that includes limited investment options and, as a result, fewer opportunities to diversify. In order to...

Are New Stock Market Highs a Concern?

With many stock indexes such as the Dow Jones Industrial Average and the S&P 500 hitting new market highs, some investors may be nervous that...

Investment Returns Revisited – Part II

Is 6% a good return on your investment? In Part I of the our blog, we discussed the likelihood that investment returns may be below...

Investment Returns Revisited– Part I

Looking back at 2015, which was a flat year for most major asset classes, it is reasonable for investors to ask “What is a reasonable rate...

Can You Trust Your Financial Advisor?

As you may be aware, two made for television movies are currently being released about the life of Bernie Madoff, who in 2009 was sentenced...

Stock Markets Rocky Start to 2016

The stock markets are off to a rocky start in 2016 and the question that seems to be asked most is “Is it different this...

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