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Quarterly Commentary – January 2017

Wealth Dimensions
Wealth Dimensions
January 23, 2017  No Comments

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 Full Article

Improve How You Make Financial Decisions

Wealth Dimensions
Wealth Dimensions
January 15, 2017  No Comments
dollar signs financial decisions

While most of us are considered rational beings, why is it that we can find ourselves making less than ideal financial choices? Traditional economic theory assumes that we make our decisions under model conditions with complete knowledge of our choices and outcomes. This is not generally the case, and that’s where behavioral economics offers some Full Article

Prediction Season

Wealth Dimensions
Wealth Dimensions
December 8, 2016  No Comments

The close of each calendar year brings with it the holidays as well as a chance to look forward to the year ahead. In the coming weeks, investors are likely to be bombarded with predictions about what the future, and specifically the next year, may hold for their portfolios. These outlooks are typically accompanied by Full Article

Quarterly Commentary – October 2016

Wealth Dimensions
Wealth Dimensions
October 26, 2016  No Comments

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 Full Article

Quarterly Commentary – July 2016

Wealth Dimensions
Wealth Dimensions
July 20, 2016  No Comments
Brexit What's Next

In the second quarter of 2016, Great Britain’s so-called “Brexit” vote, a national referendum on continued participation in the European Union, sparked an abrupt bout of global market volatility in June. Equities across the globe slumped after the Brits surprised the world by voting to leave the EU, some by double digits. In a matter Full Article

Quarterly Commentary – April 2016

Wealth Dimensions
Wealth Dimensions
June 1, 2016  No Comments

After a record rough start to the quarter, global equities rebounded as oil prices stabilized and dovish comments and actions by global central banks, including the Fed, helped lift the markets. The European Central Bank pushed interest rates farther into negative territory and initiated another round of stimulus, adding to its already hefty Full Article

Saving Dollars Now Can Change Your Future

Wealth Dimensions
Wealth Dimensions
April 4, 2016  No Comments
Saving money dollars

It’s easy to fall into the habit of spending a few extra dollars here and there without really thinking about it. With small amounts, we often believe that it’s not really going to make a huge difference in our budget or saving toward our financial plan. Of course, we continue to spend a little more Full Article

Long-term Care – Purchasing Insurance

Wealth Dimensions
Wealth Dimensions
March 1, 2016  No Comments
physician

With life expectancy rising in the U.S., many individuals are considering long-term care policies as they prepare for their golden years. Annually more than 8 million people receive support from long-term care (LTC) services. What is long-term care? When a chronic condition or illness limits an individual’s ability to perform basic self-care Full Article

Protect Yourself from Identity Theft

Wealth Dimensions
Wealth Dimensions
February 4, 2016  No Comments
Victim of Identity Theft

Almost daily, we hear about a major data breach, computer virus, phone scam or other form of identity theft. Plus, it‘s almost impossible to do business and not expose personally identifying information—names, addresses, Social Security numbers, credit card numbers or other account numbers—with stores, restaurants, financial institutions, Full Article

Quarterly Commentary – January 2016

Wealth Dimensions
Wealth Dimensions
January 25, 2016  No Comments

In this Issue: A View from Home Field The China Syndrome Currency Crossroads Oil: Boom or Bust? It’s a Complicated, Interconnected World In 2015, U.S. equity markets experienced periods of fits and starts, yet finished the year close to where they started. After hitting record highs in May, the markets experienced their first correction since Full Article