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Insights from Dimensional Fund Advisors (DFA) Conference

Wealth Dimensions
Wealth Dimensions
May 20, 2014  No Comments

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 Full Article

Top 7 Ideas Shaping Tomorrow

Wealth Dimensions
Wealth Dimensions
May 13, 2014  No Comments
Fidelity Executive Forum 2014

After recently attending Fidelity’s Executive Forum 2014 in Orlando, I wanted to share what I found to be the top concepts presented by some of today’s prominent thought leaders and their perspectives on the dynamic world in which we live. The Importance of Filters in our Information-rich Environment. Andrew Zolli from PopTech described our Full Article

A Financially Sustainable Lifestyle – Part II

Wealth Dimensions
Wealth Dimensions
April 28, 2014  No Comments

In our blog on Part I, we defined a financially sustainable lifestyle as one that means living in a way that does not deplete essential financial resources necessary for a comfortable and secure future. We also discussed how many families underestimate what it takes to transition into retirement and maintain their current lifestyle. Plus, the Full Article

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

January 2014 Quarterly Commentary

Wealth Dimensions
Wealth Dimensions
January 29, 2014  No Comments

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

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
simpson-bowles-poster

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