Retirement Plans » Blog

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

Wealth Dimensions Welcomes Dan Vogelpohl as Principal

Wealth Dimensions
Wealth Dimensions
May 11, 2017  No Comments

Wealth Dimensions Group announced that Dan Vogelpohl has joined the firm as a principal. In this role, Vogelpohl will focus on building client relationships within the Greater Cincinnati community to bring the firm’s expertise to an expanded market. “Dan brings a wealth of experience and industry knowledge to this role, making him a key Full Article

Quarterly Commentary – April 2017

Wealth Dimensions
Wealth Dimensions
April 25, 2017  No Comments
Stock Market Numbers Arrow Going Up

Thankfully, 2017 started out on a far more positive note than the first quarter of 2016. Last year’s record-breaking poor first quarter performance seemed like a distant memory, as corporate earnings growth and prospects for newfound economic prosperity under the Trump administration continued to feed the post-election rally.  For the 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

II. A Reality Check for Your Future – Retirement Planning

Wealth Dimensions
Wealth Dimensions
December 8, 2015  No Comments
baby-boomers-bicycling

Part II: Building a Realistic Picture of Retirement One of the keys to engaging with your future may lie in the details. According to Tom Curti, managing member at Wealth Dimensions, “We guide clients through an in-depth assessment as part of our planning process that not only includes their financials, but actually starts with clarifying Full Article

I. A Reality Check for Your Future – Retirement Planning

Wealth Dimensions
Wealth Dimensions
December 1, 2015  No Comments
Young Man Seeing Old Self

What Does Retirement Look Like? Can you envision your future? Maybe in the short term, but when it comes to creating a picture of your life 20 or 30 years from now, the task becomes much more challenging. That’s why a majority of people fail to achieve their long-term financial goals. A recent study by Full Article