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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.
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2026 Key Financial Data: What’s Changed—and Why It Matters for Your Planning

Each year, updated IRS thresholds quietly influence many of the financial decisions families make, from taxes and retirement savings to gifting and legacy planning. The 2026 updates don’t introduce major tax reform, but they do expand the importance of proactive, coordinated planning.
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End of Year Checklist: Financial + Taxes

It's been a wild year, and with that you may have some opportunities to take advantage of. With year-end approaching, we wanted to go over a few strategies that you can implement into your financial plans.
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Tax Loss Harvesting – Financial Strategy

Today we’re discussing a strategy that we've deployed during times of market volatility – tax loss harvesting. We often advise clients not to make drastic moves like getting in and out of the market when the stock market is down. However, that doesn't mean we sit on our hands and do nothing.
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Highlights of The Tax Cuts and Jobs Act of 2017

Easy to read highlights about the 2017 Tax Reform Bill presented by Wealth Dimensions - a Cincinnati-based Wealth Manager.
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