Insights

Ways to engage your children in giving

May 14, 2018 Engaging your children in giving through conversations and activities can unite your family towards a common goal. It can also provide a way to instill your family values about money,... Read More

Five financial habits of highly successful doctors

Many mid-career doctors and medical specialists Wealth Dimensions works with are focused on intentionally building wealth. While they are 10 to 15 years way from retirement, they are keenly aware... Read More

Quarterly commentary: April 2018

April 24, 2018 Last year, the markets made a steady climb and volatility was at historic lows. Yet, so far in 2018, markets have reversed course as market momentum, and the euphoria from... Read More

Quarterly commentary: January 2018

January 30, 2018 The fourth quarter of 2017 capped off what turned out to be a strong year for the economy and the markets both here and abroad. Despite hazards from a tumultuous... Read More

Highlights of The Tax Cuts and Jobs Act of 2017

What’s in a name? Rumor has it that the President had pushed to call the bill the “Cut, Cut, Cut Act”, but it was decided it would be called The... Read More

Financial literacy for your financial well-being

December 15, 2017 Understanding how to manage your financial resources is an essential life skill that is more important in today’s economy than ever before. The abundance of choices and the extension of... Read More

Quarterly commentary: October 2017

October 23, 2017 In the third quarter, continuing positive outlook for the global economy and better-than-expected corporate earnings were the catalysts that kept markets moving forward.  Several key market indexes reached record highs... Read More

Simplifying the complex: Going beyond the numbers

August 15, 2017 “The ability to simplify means to eliminate the unnecessary so that the necessary may speak.” ~ Hans Hofmann With the proliferation of consumer options, technology and information, the complexity of... Read More

Quarterly commentary: July 2017

July 26, 2017 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... Read More

What’s a Certified Financial Planner?

July 6, 2017 Many people think all financial planners are “certified’. However, this isn’t the case. While anyone may use the term “financial planner,” only those who have met certification and renewal requirements... Read More

What you need to know about 529 college savings plans

June 21, 2017 A 529 plan is a tax-advantaged education savings vehicle operated by a state, state agency or educational institution that enables families to set aside funds for future college expenses. Authorized... Read More

Why saving for retirement is difficult

May 15, 2017 Saving for retirement is not a priority for many Americans. Current financial opportunities often take precedence and result in delaying or reducing the amount people save for the future. With... Read More