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

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Recent Blog Articles

A Financially Sustainable Lifestyle – Part 1

In the April issue of Venue magazine, Wealth Dimensions discusses the importance of creating a financially sustainable lifestyle, or living in a way that does not deplete essential financial resources necessary for a comfortable and secure future. Individuals and couples need to plan for a standard of living that will endure over the long run and can weather the unexpected. In the face of longer life expectancy and the increasing cost of healthcare, the need to live a sustainable lifestyle to best position yourself for retirement has never been greater. The financial advisors at Cincinnati-based Wealth

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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’

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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

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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…

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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…

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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.