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Dimensional Fund Advisors

Wealth Dimensions
Wealth Dimensions
February 17, 2014  No Comments

Barron’s recently profiled the leaders of Dimensional Fund Advisors (DFA) and describes the firm’s investment philosophy. Learn more. Full Article

January 2014 Quarterly Commentary

Wealth Dimensions
Wealth Dimensions
January 29, 2014  No Comments

Important Issues in 2014: A number of important issues have our attention as we close 2013 and begin the New Year. Among these issues are tax increases, the evolution of Obamacare, the debt and deficit, and the general state of our economy as we continue to recover from the Great Recession.   LEARN MORE   Full Article

National Geographic Explorer, Wade Davis, Brings Wisdom of Ancient Cultures to Life

Wealth Dimensions
Wealth Dimensions
October 28, 2013  No Comments
Wade Davis Event for Wealth Dimensions Group

It was an evening to remember on Friday, October 18th when Wade Davis, an Explorer of the Millennium for the National Geographic Society, joined clients, families and friends of Wealth Dimensions at the Cooper Creek Event Center. Mr. Davis invited us to embark on his cultural journey across the world, highlighted with amazing images from Full Article

An Evening with Simpson and Bowles

Tom Curti
Tom Curti
October 18, 2013  No Comments
simpson-bowles-poster

Last Wednesday, in the midst of the government shutdown, I had the privilege to hear Alan Simpson and Erskine Bowles speak at Miami University’s Millett Hall as part of the Farmer School’s Anderson Distinguished Lecture Series.  Since their time as co-chairs of President Obama’s National Commission on Fiscal Responsibility and Reform, they Full Article

Ready or Not, Affordable Care Act Health Exchanges Launch Tuesday

Doug Loftus, CFP®
Doug Loftus, CFP®
September 27, 2013  No Comments

Although it was passed in March 2010, The Patient Protection and Affordable Care Act, commonly referred to as simply the “Affordable Care Act (ACA),” “Healthcare Reform,” or “Obamacare,” is finally ready to launch its key provisions.  As of January 1, 2014 the law will require most Americans to purchase health insurance. To Full Article

Exclusive Opportunity to Hear National Geographic Explorer

Wealth Dimensions
Wealth Dimensions
September 16, 2013  No Comments

Don’t miss this exclusive event featuring National Geographic Society Explorer for the Millennium, Wade Davis, for an evening to remember. An Evening of Exploration What:  Cocktails, Dinner & Presentation Where: Cooper Creek Event Center, 4040 Cooper Road, Blue Ash, Ohio When:  Friday, October 18, 2013 Time: 6pm to 9pm “The world in Full Article

Flexible Options for Student Loan Payments

Doug Loftus, CFP®
Doug Loftus, CFP®
August 6, 2013  No Comments

With over $1 Trillion in outstanding student loan debt, graduates are feeling the pain of repayment.  Most graduates are unaware of the potential relief available under the Income-Based Repayment Plan offered to students with loan payments their incomes cannot support. The program limits payments to 15% of discretionary income based on income Full Article

2012 Best Financial Advisers for Dentists

Wealth Dimensions
Wealth Dimensions
May 4, 2013  No Comments

Wealth Dimensions Listed in the 2012 Best Financial Advisers for Dentists in Dental Practice Report Wealth Dimensions Group, Ltd has been named to the list of Best Financial Advisors for dentists by Dental Practice Report magazine, a leading product magazine within the dental industry. Wealth Dimensions is one of the leading independent wealth Full Article

Bank Fox in the Consumer Hen House

Doug Loftus, CFP®
Doug Loftus, CFP®
April 3, 2013  No Comments

Yesterday, I received amended account agreements from PNC Bank and thought I would take a moment to read through them. This notice appeared benign at 4 pages compared to the average bank account agreement that runs 69 pages. The document informed me that unless I notify PNC otherwise, the account agreement changes to include mandatory Full Article

2012 Best Financial Advisers for Doctors

Wealth Dimensions
Wealth Dimensions
  No Comments

Wealth Dimensions Group has been named by the national magazine, Medical Economics, as one of the Best Financial Advisers for Doctors in 2012. This list recognizes Wealth Dimensions credentials and experience with physicians, surgeons and other medical professionals. The selection process for Medical Economics was based on several criteria. This Full Article