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Wealth Dimensions Quarterly Commentary – October 2014

Wealth Dimensions
Wealth Dimensions
October 27, 2014  No Comments

As the third quarter came to a close, the calm of record-setting low volatility had given way to a new round of market turbulence, with investors no longer choosing to ignore the combination of mounting geopolitical developments and the beginning of the end to the Federal Reserve’s “easy money” policies. Continued threats from Putin and 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

Top 7 Ideas Shaping Tomorrow

Wealth Dimensions
Wealth Dimensions
May 13, 2014  No Comments
Fidelity Executive Forum 2014

After recently attending Fidelity’s Executive Forum 2014 in Orlando, I wanted to share what I found to be the top concepts presented by some of today’s prominent thought leaders and their perspectives on the dynamic world in which we live. The Importance of Filters in our Information-rich Environment. Andrew Zolli from PopTech described our Full Article

A Financially Sustainable Lifestyle – Part II

Wealth Dimensions
Wealth Dimensions
April 28, 2014  No Comments

In our blog on Part I, we defined a financially sustainable lifestyle as one that means living in a way that does not deplete essential financial resources necessary for a comfortable and secure future. We also discussed how many families underestimate what it takes to transition into retirement and maintain their current lifestyle. Plus, the Full Article

Quarterly Commentary – April 2014

Wealth Dimensions
Wealth Dimensions
April 17, 2014  No Comments
Wealth Dimensions Newsletter

In the first quarter of 2014, the Federal Reserve had a changing of the guard, as Janet Yellen became the new Fed chairman replacing Ben Bernanke. Equity markets nervously awaited this transition with the S&P 500 sliding 3.56% in January, but recovering 4.31% in February and another 0.69% in March, as Yellen reassured the markets that Full Article

A Financially Sustainable Lifestyle – Part 1

Wealth Dimensions
Wealth Dimensions
April 14, 2014  No Comments

In the April issue of Venue magazine, Wealth Dimensions discusses the importance of creating a financially sustainable lifestyle, or living in a way that does not deplete essential financial resources necessary for a comfortable and secure future. Individuals and couples need to plan for a standard of living that will endure over the long run Full Article

Wall Street Journal Interviews Wealth Dimensions about Selling Physician Practices

Wealth Dimensions
Wealth Dimensions
March 17, 2014  No Comments
physician

Recently, a reporter for the Wall Street Journal spoke to Wealth Dimensions co-founder, Doug Loftus, about what physicians should consider when evaluating whether to sell a practice or remain independent? In the article, “When a Doctor Eyes Selling the Practice” (WSJ, Feb. 24, 2014), Doug discusses the challenges and options for physicians Full Article