Welcome to the Winter Edition of The Ultimate Guide For the Successful Steward, Fourth Dimension Financial Group’s newsletter. As our Ohio wintry wonderland continues to remind us why we love spring …
Winter 2018 Edition
View PostBack To The Basics: The Relationships Among Stocks, Bonds, and Interest Rates, Explained Simply
When investment gurus and market commentators speak of the happenings in the markets, you’ll often hear them discuss the effect that interest rates have on bond values and how those …
Winter 2018: Briefcase Study
With our progress review season well underway, we’ve had an opportunity to see inside the plans and minds of many families who are intent on building and maintaining a successful …
What does the tax cut mean for the stock market?
Written by Stephen L. Hanley, Investment Strategist Evergreen Wealth Management Many people are wondering what the tax cut means for the US stock market. We thought it might be helpful to take …
Gifting With Irrevocable Trusts?
When we talk with our clients about how to protect their financial legacy, we will often recommend that property be gifted into an irrevocable trust. Invariably, the client will ask …