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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

Wealth Dimensions Selected for 2011 Five Star Wealth Managers Award

Wealth Dimensions
Wealth Dimensions
April 3, 2013  No Comments

Wealth Dimensions Listed in Cincinnati Magazine’s 2011 Five Star Wealth Managers Award Edition The partners at Wealth Dimensions Group have been selected for the Five Star Wealth Managers for 2012 as part of Cincinnati Magazine’s annual listing. Wealth Dimensions Group is a multi-year winner of this award. The 2011 Five Star Wealth Managers Full Article

2012 Five Star Wealth Managers Award

Wealth Dimensions
Wealth Dimensions
December 19, 2012  No Comments

Wealth Dimensions Listed in Cincinnati Magazine’s 2012 Five Star Wealth Managers Award Edition The partners at Wealth Dimensions Group have been selected for the Five Star Wealth Managers for 2012 as part of Cincinnati Magazine’s annual listing. Co-founders, Tom Curti and Doug Loftus, as well as partner, Chris Oberholzer, have qualified for Full Article

529 Education Savings Accounts

atomic
atomic
November 17, 2009  No Comments

Under the American Recovery and Reinvestment Act of 2009, qualified tuition programs (QTPs) also called 529 plans, had the list of Section 529 qualified higher education expenses expanded to include expenses incurred or paid in 2009 or 2010 for the purchase of any computer equipment, technology, internet access and related services to be used by Full Article