Addressing Headlines in the Banking Sector – Silicon Valley Bank
Doug and Eric Loftus recently sat down to discuss current headlines in the banking industry as we have received a lot of questions from our clients about it. One of the bigger concerns is in regards to recent news surrounding Silicon Valley Bank in California which was taken over by the FDIC and the state of California a few days later.
How to Learn From Marriage & Money Mistakes
When Eric and Anna went through their planning process and looked at their spending tab, they were surprised to see some of the leakage in their budget. Something Eric noticed early on in their marriage is how each of them had different feelings on spending. No one is right or wrong, they just value things differently.
Quarterly Commentary: Fourth Quarter 2022
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.
6 Financial Tips for Divorce
If you’re going through a divorce, you’re already experiencing emotional stress. The last thing you need is additional financial stress.
So here are six things that we encourage all our clients to think about.
Webinar: Kicking Off 2023 With Wealth Dimensions
In this blog post, we discuss the stock market, challenges with investing, changes to financial planning, and the economic outlook for 2023.
Making Yourself a Difficult Target for Cyber Criminals with Wealth Dimensions
Wealth Dimensions Group | Wealth Dimensions Webinars and Seminars Cincinnati Ohio | Financial Advice blog, resources, free advice for families and businessesSecure Act 2.0: What does it include and how it impacts you
Key Financial Data for 2023 like 401(k) contributions maxes and tax thresholds
Our team’s perspective on the current economic conditions
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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Bethany Satchell
Cincinnati Wealth Management | Wealth management for families, businesses, retirees, rising professionals, newly divorced | Wealth Dimensions Client services