Quite often, I’ll receive a call or an email that goes something like this: “So-and-so on the news said the market is ripe for a big selloff in September or …
Who is Really “Winning” At Retirement?
I’d like to share a few important discoveries that we’ve made in our business. This list is actually pretty insightful, and it’s one that you helped us make. Those who …
Discovery Sessions
Discovery Sessions You may have heard that we’re beginning to offer something called Discovery Sessions. What is a Discovery Session? Well, I’m glad you asked. It is a free 60-minute …
February 2015 Edition
Every month, Fourth Dimension Financial Group provides thought provoking insight in the form of a newsletter called, The Ultimate Guide for the Successful Steward. Here is the February 2015 Edition.
February 2015 Welcome Letter
Welcome to the February Edition of The Ultimate Guide For the Successful Steward, Fourth Dimension Financial Group’s newsletter. Can you feel it? It’s either wishful thinking or a weather-predicting throbbing …
February 2015: Back to the Basics
Diversification: It’s Not Always “Trendy”, But It’s Usually Right You’ve heard it over and over: Investing is all about diversification. By spreading your savings over many different types of assets, …
January 2015 Edition
Every month, Fourth Dimension Financial Group provides thought provoking insight in the form of a newsletter called, The Ultimate Guide for the Successful Steward. Here is the January 2015 Edition.
January 2015 Welcome Letter
Welcome to the January Edition of The Ultimate Guide For the Successful Steward, Fourth Dimension Financial Group’s newsletter. Welcome to 2015! I hope that your holidays were amazing. Wouldn’t it …
A Return to Vietnam
Roland Southard and his wife, Celeste, were featured in our March 2014 Steward. Roland is currently back in Vietnam is support of his work with the D.O.V.E. Fund, a …
January 2015: Back to the Basics
2015 Financial Trends: Are You Prepared For What’s Coming? Plummeting gas prices and a Jekyll and Hyde stock market have many people asking what it all means. “Is it good …