Wealth Dimensions

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In the fourth quarter of 2022, markets provided some welcomed relief for investors in what had been a challenging year for both equities and fixed income.
Financial planning can help you have peace of mind in your financial situation during times of market volatility. Watch this video to evaluate your financial plan.
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.

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