Understanding 80/20 vs. 60/40 Portfolios
As an investor, it can be overwhelming to decide how to allocate your assets, and when it comes to crafting a portfolio, there’s not a one-size-fits-all.
2024 SwingFit Masters Event
Wealth Dimensions Group | Wealth Dimensions Events Cincinnati Ohio | Wealth Management Hosted Events Cincinnati | Cincinnati Q&A academic and social events
How to Learn From Marriage & Money Mistakes
When Eric and Anna went through their planning process and looked at their spending tab, they were surprised to see some of the leakage in their budget. Something Eric noticed early on in their marriage is how each of them had different feelings on spending. No one is right or wrong, they just value things differently.
6 Financial Tips for Divorce
If you’re going through a divorce, you’re already experiencing emotional stress. The last thing you need is additional financial stress.
So here are six things that we encourage all our clients to think about.
Making Yourself a Difficult Target for Cyber Criminals with Wealth Dimensions
Wealth Dimensions Group | Wealth Dimensions Webinars and Seminars Cincinnati Ohio | Financial Advice blog, resources, free advice for families and businessesSecure Act 2.0: What does it include and how it impacts you
Key Financial Data for 2023 like 401(k) contributions maxes and tax thresholds
Our team’s perspective on the current economic conditions
Avoid Herd Mentality in your Financial Decisions
Herd mentality comes from the idea that following the crowd will lead to your desired goals based on the assumption that the knowledge of the many must be greater than that of the few, or the actions of the many must be more accurate than the actions of the few.
Privacy Policy
Wealth Dimensions Wealth Management firm located in Cincinnati, Ohio | Cincinnati Wealth Management | Dimensions of Financial Planning | Relational Wealth Advisors
Terms of Use & Legal Disclosures
Wealth Dimensions Wealth Management firm located in Cincinnati, Ohio | Cincinnati Wealth Management | Dimensions of Financial Planning | Relational Wealth Advisors
Bethany Satchell
Cincinnati Wealth Management | Wealth management for families, businesses, retirees, rising professionals, newly divorced | Wealth Dimensions Client services
Michelle Roth
Wealth Dimensions Wealth Management firm located in Cincinnati, Ohio | Cincinnati Wealth Management | Dimensions of Financial Planning | Receptionist Cincinnati