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Quarterly Commentary – July 2014

The second quarter was full of surprises for global investors, as the markets had to digest disturbing geopolitical issues, the economic effects of the winter freeze and the impact of central bankers around the globe continuing their respective versions of aggressive monetary stimulus. Despite these headwinds, sentiment improved about the U.S. economy, which reverberated globally, thus clearing the way for further market advances. In fact, market volatility has been at record lows lately, which has led to new worries that investors are being too complacent. For the quarter, both U.S. and international markets performed well,

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Quarterly Commentary – July 2014

The second quarter was full of surprises for global investors, as the markets had to digest disturbing geopolitical issues, the economic effects of the winter freeze and the impact of central bankers around the globe continuing their respective versions of aggressive monetary stimulus. Despite these headwinds, sentiment improved about the U.S. economy, which reverberated globally, thus clearing the way for further market advances. In fact, market volatility has been at record lows lately, which has led to new worries that investors are being too complacent. For the quarter, both U.S.

Read Story

Items of Interest

Medical Economics 2013 Best Financial Advisers for Doctors Lists Wealth Dimensions

Wealth Dimensions Group has been featured in the “2013 Best Financial Advisers for Doctors” publication of Medical Economics.  This list recognizes Wealth Dimensions’

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Ready or Not, Affordable Care Act Health Exchanges Launch Tuesday

Although it was passed in March 2010, The Patient Protection and Affordable Care Act, commonly referred to as simply the

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Resource Center

Wealth Dimensions Quarterly Commentary - January 2014

Download PDF In the fourth quarter, the economy continued to show signs of improvement and stocks rallied, with major U.S. market indexes finishing the year on a high note. All ten S&P 500…

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Health-Care Reform: High-Income Individuals Face New Medicare-Related Taxes in 2013

The health-care reform legislation enacted in 2010 included new Medicare-related taxes. These new taxes take effect in 2013, and target high-income individuals and families. While additional details…

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The Wealth Dimensions Experience



Co-founders, Doug Loftus and Tom Curti, discuss Wealth Dimensions’ approach to helping their clients achieve what’s important to them and their families. Wealth Dimensions works with clients to clearly define what they want to attain and aligns their goals with the decision making process. As an independent wealth management firm, Wealth Dimensions acts in your interests and with your goals in mind. Watch the video to learn more.