Recent News

Quarterly Commentary – April 2014

In the first quarter of 2014, the Federal Reserve had a changing of the guard, as Janet Yellen became the new Fed chairman replacing Ben Bernanke. Equity markets nervously awaited this transition with the S&P 500 sliding 3.56% in January, but recovering 4.31% in February and another 0.69% in March, as Yellen reassured the markets that the Fed would not deviate from current policy. Overall, the first quarter ended with the Dow slightly down with only small gains in the NASDAQ, S&P and Russell 2000. The bond market responded positively to Yellen’s initial comments and posted

Read Story

Recent Blog Articles

Insights from Dimensional Fund Advisors (DFA) Conference

Recently, a few Wealth Dimensions team members attended a two-day conference in Chicago, hosted by Dimensional Fund Advisors (DFA). The conference was designed to serve as an in-depth view into DFA’s investment philosophies and to shed light on some of their industry-leading advisor relationship skills. Having used DFA in our portfolios for many years, our team was already familiar with much of their story, but this allowed them to achieve an even clearer understanding as to what sets this company apart. Key Insights: Importance of a Client-Centric Model: Historically, the investment management

Read Story

Items of Interest

Medical Economics 2013 Best Financial Advisers for Doctors Lists Wealth Dimensions

Wealth Dimensions Group has been featured in the “2013 Best Financial Advisers for Doctors” publication of Medical Economics.  This list recognizes Wealth Dimensions’

Read Story

Ready or Not, Affordable Care Act Health Exchanges Launch Tuesday

Although it was passed in March 2010, The Patient Protection and Affordable Care Act, commonly referred to as simply the

Read Story

Resource Center

Wealth Dimensions Quarterly Commentary - January 2014

Download PDF In the fourth quarter, the economy continued to show signs of improvement and stocks rallied, with major U.S. market indexes finishing the year on a high note. All ten S&P 500…

Read Story

Health-Care Reform: High-Income Individuals Face New Medicare-Related Taxes in 2013

The health-care reform legislation enacted in 2010 included new Medicare-related taxes. These new taxes take effect in 2013, and target high-income individuals and families. While additional details…

Read Story

The Wealth Dimensions Experience

Co-founders, Doug Loftus and Tom Curti, discuss Wealth Dimensions’ approach to helping their clients achieve what’s important to them and their families. Wealth Dimensions works with clients to clearly define what they want to attain and aligns their goals with the decision making process. As an independent wealth management firm, Wealth Dimensions acts in your interests and with your goals in mind. Watch the video to learn more.