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I. A Reality Check for Your Future – Retirement Planning

Wealth Dimensions
Wealth Dimensions
December 1, 2015  No Comments
Young Man Seeing Old Self

What Does Retirement Look Like? Can you envision your future? Maybe in the short term, but when it comes to creating a picture of your life 20 or 30 years from now, the task becomes much more challenging. That’s why a majority of people fail to achieve their long-term financial goals. A recent study by Full Article

Quarterly Commentary – October 2015

Wealth Dimensions
Wealth Dimensions
October 26, 2015  No Comments
economic volatility

In this Issue: Climbing the Wall of Worry 7 Basic Rules The Bond Debate: Part II Going UP? Download PDF The third quarter of 2015 proved to be a difficult one for investors, as US economic data showed signs of weakness, global slowdown fears persisted and continued talk of looming interest rate hikes all converged, Full Article

Quarterly Commentary – July 2015

Wealth Dimensions
Wealth Dimensions
August 10, 2015  No Comments

Download PDF In the second quarter, the economy and markets struggled to rebound from the recurring first quarter malaise we have experienced for the past few years. While U.S. employment showed some new momentum, overall economic activity remained tepid. This news, combined with escalating concerns with Greece and China caused global markets to Full Article

We’ve Moved

Wealth Dimensions
Wealth Dimensions
February 4, 2015  No Comments

As of Monday, February 9th, Wealth Dimensions moved and is now located at: 7870 East Kemper Road, Suite 330 Cincinnati, OH 45249-1675 Our phone number will remain the same: 513.554.6000. Click here for directions. We hope to see you soon at our new location. Full Article

Quarterly Commentary – January 2015

Wealth Dimensions
Wealth Dimensions
February 2, 2015  No Comments

At the time of our last quarterly commentary, the world was bogged down with a combination of geopolitical events and newfound market volatility. Investors in the U.S. braced for the consequences of Fed adjustments to monetary policy, and Europe was getting dangerously close to the beginning of a widespread bout of deflation. Continued reaction to Full Article

Wealth Dimensions Named Goering Award Finalist

Wealth Dimensions
Wealth Dimensions
August 25, 2014  1 Comment

Cincinnati Based Financial Advisory Firm Named Finalist for 2014 Goering Center Family and Private Business Awards   Wealth Dimensions Group has been selected as a 2014 Goering Center Family and Private Business finalist. The Goering Center will host an Awards Gala on Tuesday, August 26 at Cincinnati Music Hall to recognize finalists and Full Article

Quarterly Commentary – July 2014

Wealth Dimensions
Wealth Dimensions
July 20, 2014  No Comments

The second quarter was full of surprises for global investors, as the markets had to digest disturbing geopolitical issues, the economic effects of the winter freeze and the impact of central bankers around the globe continuing their respective versions of aggressive monetary stimulus. Despite these headwinds, sentiment improved about the U.S. Full Article

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

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

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