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Quarterly Commentary – July 2017

Wealth Dimensions
Wealth Dimensions
July 26, 2017  No Comments
Pension Egg Cracked on Money

Equity returns were positive around the globe in the second quarter with international developed and emerging markets stocks faring better than those in the U.S. Rising expectations for an acceleration in overseas economic growth and lower relative valuations to their U.S. counterparts are causing international equities to continue to gain ground Full Article

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

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

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

Quarterly Commentary – July 2015

Wealth Dimensions
Wealth Dimensions
August 10, 2015  No Comments

Download PDF In the second quarter, the economy and markets struggled to rebound from the recurring first quarter malaise we have experienced for the past few years. While U.S. employment showed some new momentum, overall economic activity remained tepid. This news, combined with escalating concerns with Greece and China caused global markets to Full Article

Quarterly Commentary – April 2015

Wealth Dimensions
Wealth Dimensions
May 18, 2015  No Comments

At the close of the first quarter, the global economy continued to muddle along, with falling commodity prices, foreign currency weakness, and lower bond yields present throughout most of the world. The European Central Bank’s strategy to revive Europe’s economic malaise with the introduction of its own brand of quantitative easing is in full Full Article

Taxpayer Frustration Boils Over with the IRS

Doug Loftus, CFP®
Doug Loftus, CFP®
April 22, 2015  No Comments

In a world of tax complexity, IRS letters and fraudulent returns, resolving issues with the IRS has become nearly impossible. This article from CBS highlights just how bad it has become. 8M calls unanswered as IRS cut taxpayer service. The IRS’ overloaded phone system hung up on more than 8 million taxpayers this filing season 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