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Quarterly Commentary – October 2017

Wealth Dimensions
Wealth Dimensions
October 23, 2017  No Comments

In the third quarter, continuing positive outlook for the global economy and better-than-expected corporate earnings were the catalysts that kept markets moving forward.  Several key market indexes reached record highs during the quarter, despite increasing tensions with North Korea and the continuing political uncertainty.  For the Full Article

Simplifying the Complex: Going Beyond the Numbers

Wealth Dimensions
Wealth Dimensions
August 15, 2017  No Comments
Dice spelling Simplify

“The ability to simplify means to eliminate the unnecessary so that the necessary may speak.” ~ Hans Hofmann With the proliferation of consumer options, technology and information, the complexity of our lives has grown, leading us to make less-than-ideal financial decisions as we encounter endless choices in our daily lives. People respond to Full Article

Quarterly Commentary – July 2017

Wealth Dimensions
Wealth Dimensions
July 26, 2017  No Comments
Pension Egg Cracked on Money

Equity returns were positive around the globe in the second quarter with international developed and emerging markets stocks faring better than those in the U.S. Rising expectations for an acceleration in overseas economic growth and lower relative valuations to their U.S. counterparts are causing international equities to continue to gain ground Full Article

What You Need to Know About 529 College Savings Plans

Wealth Dimensions
Wealth Dimensions
June 21, 2017  No Comments
graduation cap and diploma

A 529 plan is a tax-advantaged education savings vehicle operated by a state, state agency or educational institution that enables families to set aside funds for future college expenses. Authorized by Congress in 1996, 529 plans, or “qualified tuitions plans,” are named after Section 529 of the Internal Revenue Code which governs these Full Article

Why Saving for Retirement is Difficult

Wealth Dimensions
Wealth Dimensions
May 15, 2017  No Comments
retirement baby boomers on bicycles

Saving for retirement is not a priority for many Americans. Current financial opportunities often take precedence and result in delaying or reducing the amount people save for the future. With the average monthly Social Security benefit at $1,335 or $16,020 per year, people need their retirement savings to make up the difference between Social Full Article

Wealth Dimensions Welcomes Dan Vogelpohl as Principal

Wealth Dimensions
Wealth Dimensions
May 11, 2017  No Comments

Wealth Dimensions Group announced that Dan Vogelpohl has joined the firm as a principal. In this role, Vogelpohl will focus on building client relationships within the Greater Cincinnati community to bring the firm’s expertise to an expanded market. “Dan brings a wealth of experience and industry knowledge to this role, making him a key Full Article

Quarterly Commentary – April 2017

Wealth Dimensions
Wealth Dimensions
April 25, 2017  No Comments
Stock Market Numbers Arrow Going Up

Thankfully, 2017 started out on a far more positive note than the first quarter of 2016. Last year’s record-breaking poor first quarter performance seemed like a distant memory, as corporate earnings growth and prospects for newfound economic prosperity under the Trump administration continued to feed the post-election rally.  For the Full Article

5 Tips to Start Your Financial Spring Cleaning

Wealth Dimensions
Wealth Dimensions
April 20, 2017  No Comments
spring cleaning sign

Spring is the perfect time to get a fresh start. While most of us think of spring cleaning for our house, it’s also an ideal time to apply the same tradition to organizing our finances. Here are a few steps to help you take charge of your financial records. 1.What to discard. Given that only Full Article

Can You Buy Happiness? Money’s impact on making you happy

Wealth Dimensions
Wealth Dimensions
March 15, 2017  No Comments
happy couple on vacation

What’s the link between money and happiness? If you watch commercials or read advertisements, you may believe that happiness depends on having that next best thing to change your disposition or status. But, according to Daniel Kahneman, founder of Behavioral Economics, that’s usually not the case. Buying a new car, clothes or any other material Full Article

Overcoming Behavioral Biases

Wealth Dimensions
Wealth Dimensions
February 2, 2017  No Comments
man good evil bias

Behavioral science helps us understand what obstacles interfere with our ability to make sound decisions that align with our best interests and long-term goals. There are a number of learned behavioral biases that can affect this decision making process, especially when we face uncertainty or adversity. Some common biases that can derail our Full Article