Wealth Dimensions

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There are various pitfalls related to behavioral finance but for today, we are going to dive into loss aversion.
When you see unrest on the news, and you watch as your accounts go down, your natural reaction to sell and get out is not a sustainable one. But if timing the market doesn’t work, what does Wealth Dimensions do to prepare against a volatile market?
Clients with children and grandchildren often ask us about who should own a 529 plan in order to make the most of financial aid.
On December 31, 2019, the WHO first reported a mysterious pneumonia that was sickening the people of Wuhan, China. Little did we know this situation would morph into a global health crisis rivaling the Spanish Flu.
“Look at market fluctuations as your friend rather than your enemy; profit from folly rather than participate in it.”  - Warren Buffet
Learn how to engage children in giving. Best practices are shared by Wealth Dimensions, a Cincinnati-based financial planning firm.

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