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Turning 50? Catch Up on Retirement Savings-Kiplinger

Wealth Dimensions
Wealth Dimensions
July 8, 2015  No Comments

You can start contributing more cash to your IRA, 401(k) and other retirement accounts once you reach the milestone. Are you afraid you haven’t saved enough for retirement? If you’re 50 or older, the tax code gives you lots of incentives to make up for lost time. Start with your individual retirement account. This year, anyone Full Article

Five Steps to Tame Financial Stress

Wealth Dimensions
Wealth Dimensions
June 17, 2015  No Comments

Do you sometimes lie awake at night thinking about bills that need to be paid? Does it feel as though you’re drowning in debt? If this describes you, you might take solace in the fact that you’re not alone. A recent report released by the American Psychological Association (APA) showed that 72% of adults feel Full Article

Planned Giving

Wealth Dimensions
Wealth Dimensions
June 15, 2015  No Comments

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. And though writing a check at year-end is one of the most common ways 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

Best Financial Advisers for Doctors 2014 – Medical Economics

Wealth Dimensions
Wealth Dimensions
October 28, 2014  No Comments

Wealth Dimensions was named one of the Best Financial Advisers for Doctors by Medical Economics magazine. Wealth Dimensions is honored to be listed as one of the leading financial planning firms for 2014 that is committed to working with physicians, surgeons and other medical professionals. As part of the selection process for the Best Financial Full Article

Here We Go Again!

Doug Loftus, CFP®
Doug Loftus, CFP®
October 21, 2014  No Comments

The philosopher and historian George Santayana once remarked that “Those who do not know history are doomed to repeat it.”  It seems that our politicians and their appointees have very short memories.  The housing bubble was largely created by loose lending standards, low down payments, and the failure of lenders to have “skin 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