Wealth Dimensions Group Celebrates 30 Years of Service (1986-2016)

Recent News

Quarterly Commentary – October 2016

Despite an initial pullback following June’s unexpected Brexit vote, global markets steadied in the third quarter as central banks remained accommodative and economic fundamentals generally improved. However, familiar macroeconomic themes, such as geopolitical risks and uncertainties, anemic global growth and persistently low returns causing yield seekers to inflate asset prices, continue to weigh on market sentiment. Global monetary policy remained center stage, with many pundits stepping up their challenge of the wisdom and efficacy of esoteric monetary tools at this stage of the global recovery, the latest being negative interest rates. US equity markets showed some bounce in the third quarter, despite rather tepid September trends. The S&P 500 was up almost 4% for the quarter, while the small cap Russell 2000 index outpaced large caps, gaining 9.1% for the period. Overseas markets followed suit with the MSCI EAFE’s up 6.4%, while emerging markets, as represented by the MSCI Emerging Markets Index, jumped 9.2% for the quarter. Real estate, per the DJ US Select REIT, cooled down in the quarter

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Recent Blog Articles

Quarterly Commentary – January 2017

Two events caught investor’s attention in the fourth quarter of 2016 – the unlikely election of Donald Trump as President and the Fed’s second interest rate increase since 2006. Markets reacted to both, as the Trump election fueled sentiment that the new administration would finally focus on fiscal issues like modernizing our nation’s infrastructure, cutting taxes, repatriating corporate foreign profits and reducing regulations. These “animal spirits” and a stable job market convinced the Fed that conditions were sufficient to resume its gentle normalization of interest rates. U.S. market futures dropped precipitously on election night when it became apparent that the

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Items of Interest

Millennials vs. Boomers – How Wide Is the Gap?

Texting versus email (or even snail mail). Angry Birds versus Monopoly. “The Theory of Everything” versus “The Sound of Music.” “Dancing with the Stars” versus “American Bandstand.” It’s no secret that there are a lot of differences between baby boomers, born

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Planned Giving

Today more than ever, charitable institutions stand to benefit as the first wave of baby boomers reach the stage where they’re able to make significant charitable gifts. If you’re like many Americans, you too may have considered donating to charity.

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Resource Center

Working During Retirement

Planning on working during retirement? If so, you're not alone. An increasing number of employees nearing retirement plan to work at least some period of time during their retirement years. Why work…

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Asset Protection in Estate Planning

You're beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors. Whether your concern is for your personal assets or your business, various tools…

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The Wealth Dimensions Experience

Co-founders, Doug Loftus and Tom Curti, discuss Wealth Dimensions’ approach to helping their clients achieve what’s important to them and their families. Wealth Dimensions works with clients to clearly define what they want to attain and aligns their goals with the decision making process. As an independent wealth management firm, Wealth Dimensions acts in your interests and with your goals in mind. Watch the video to learn more.