Morgain Clegg
Morgain is a Client Services Rep, contributing to the friendly and supportive environment of the firm. Her years of experience in client services and executive assistance showcase her dedication to efficiency and client satisfaction, making her a valuable addition to the Wealth Dimensions team. Prior to joining the team, she served as an Executive Assistant […]
20 Questions to Ask Your Financial Advisor for Better Financial Planning
As our parents age, many of us find ourselves taking on the role of caregivers. This can be an emotionally challenging experience – especially when it’s not planned for. Here are some of the key steps that we help our clients at Wealth Dimensions consider when caring for aging parents.
Quarterly Commentary: Third Quarter 2024
The markets entered 2024 with strong momentum on the heels of a 4th quarter rally in global stock and bond markets.
Navigating Market Volatility During Election Years: A Long-Term Approach
As our parents age, many of us find ourselves taking on the role of caregivers. This can be an emotionally challenging experience – especially when it’s not planned for. Here are some of the key steps that we help our clients at Wealth Dimensions consider when caring for aging parents.
Flower Arrangement Class
Join Wealth Dimensions for an exclusive Flower Arrangement Class on September 26th, 2024! This is your chance to unwind and create something beautiful with friends in a relaxed setting. Local floral expert Lisa Williamson will be our guide as we explore the art of floral design, focusing on native blooms and the captivating Dahlia. What’s […]
Queen City Clay Event
Join us on September 12th for an exclusive evening at Queen City Clay, where you can unwind and let your creativity flow. This intimate gathering is all about bringing our community together in a fun, relaxed environment. Whether you’re crafting a vase or simply enjoying the process, we guarantee an experience that will spark your […]
Quarterly Commentary: Second Quarter 2024
The markets entered 2024 with strong momentum on the heels of a 4th quarter rally in global stock and bond markets.
Caring for an Aging Parent
As our parents age, many of us find ourselves taking on the role of caregivers. This can be an emotionally challenging experience – especially when it’s not planned for. Here are some of the key steps that we help our clients at Wealth Dimensions consider when caring for aging parents.
Quarterly Commentary: First Quarter 2024
The markets entered 2024 with strong momentum on the heels of a 4th quarter rally in global stock and bond markets.
Holistic Planning for a Fulfilling Retirement
Retirement planning often conjures images of spreadsheets, savings accounts, and investment strategies. While these financial elements are crucial, at Wealth Dimensions, we believe in a more comprehensive approach.