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Quarterly Commentary – April 2014

Wealth Dimensions
Wealth Dimensions
April 17, 2014  No Comments
Wealth Dimensions Newsletter

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 Full Article

A Financially Sustainable Lifestyle – Part 1

Wealth Dimensions
Wealth Dimensions
April 14, 2014  No Comments

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 Full Article

Wall Street Journal Interviews Wealth Dimensions about Selling Physician Practices

Wealth Dimensions
Wealth Dimensions
March 17, 2014  No Comments

Recently, a reporter for the Wall Street Journal spoke to Wealth Dimensions co-founder, Doug Loftus, about what physicians should consider when evaluating whether to sell a practice or remain independent? In the article, “When a Doctor Eyes Selling the Practice” (WSJ, Feb. 24, 2014), Doug discusses the challenges and options for physicians Full Article

Dimensional Fund Advisors

Wealth Dimensions
Wealth Dimensions
February 17, 2014  No Comments

Barron’s recently profiled the leaders of Dimensional Fund Advisors (DFA) and describes the firm’s investment philosophy. Learn more. Full Article

January 2014 Quarterly Commentary

Wealth Dimensions
Wealth Dimensions
January 29, 2014  No Comments
WDGQuarterlyCommentary_Jan2014p1

Important Issues in 2014: A number of important issues have our attention as we close 2013 and begin the New Year. Among these issues are tax increases, the evolution of Obamacare, the debt and deficit, and the general state of our economy as we continue to recover from the Great Recession.   LEARN MORE   Full Article

Medical Economics 2013 Best Financial Advisers for Doctors Lists Wealth Dimensions

Wealth Dimensions
Wealth Dimensions
January 15, 2014  No Comments

Wealth Dimensions Group has been featured in the “2013 Best Financial Advisers for Doctors” publication of Medical Economics.  This list recognizes Wealth Dimensions’ credentials and experience with physicians, surgeons and other medical professionals for the third year in a row. Medical Economics uses specific selection criteria Full Article

National Geographic Explorer, Wade Davis, Brings Wisdom of Ancient Cultures to Life

Wealth Dimensions
Wealth Dimensions
October 28, 2013  No Comments
Wade Davis Event for Wealth Dimensions Group

It was an evening to remember on Friday, October 18th when Wade Davis, an Explorer of the Millennium for the National Geographic Society, joined clients, families and friends of Wealth Dimensions at the Cooper Creek Event Center. Mr. Davis invited us to embark on his cultural journey across the world, highlighted with amazing images from Full Article

An Evening with Simpson and Bowles

Tom Curti
Tom Curti
October 18, 2013  No Comments

Last Wednesday, in the midst of the government shutdown, I had the privilege to hear Alan Simpson and Erskine Bowles speak at Miami University’s Millett Hall as part of the Farmer School’s Anderson Distinguished Lecture Series.  Since their time as co-chairs of President Obama’s National Commission on Fiscal Responsibility and Reform, they Full Article

Ready or Not, Affordable Care Act Health Exchanges Launch Tuesday

Doug Loftus, CFP®
Doug Loftus, CFP®
September 27, 2013  No Comments

Although it was passed in March 2010, The Patient Protection and Affordable Care Act, commonly referred to as simply the “Affordable Care Act (ACA),” “Healthcare Reform,” or “Obamacare,” is finally ready to launch its key provisions.  As of January 1, 2014 the law will require most Americans to purchase health insurance. To Full Article

Exclusive Opportunity to Hear National Geographic Explorer

Wealth Dimensions
Wealth Dimensions
September 16, 2013  No Comments

Don’t miss this exclusive event featuring National Geographic Society Explorer for the Millennium, Wade Davis, for an evening to remember. An Evening of Exploration What:  Cocktails, Dinner & Presentation Where: Cooper Creek Event Center, 4040 Cooper Road, Blue Ash, Ohio When:  Friday, October 18, 2013 Time: 6pm to 9pm “The world in Full Article