Welcome to the July Edition of The Ultimate Guide For the Successful Steward, Fourth Dimension Financial Group’s newsletter. Life is full of long passing phases and sudden transitional moments. We …
Retirement Advisor Magazine Update
In a previous Steward issue, it was mentioned that I was asked to become a monthly magazine columnist, focusing on retirement planning concepts for a national audience of financial advisors. …
July 2014: Back to the Basics
We recently hosted a Bonus Evening Session, simply titled “Investments.” Well, it wasn’t a simple discussion once we dove into the inner workings of various investment types, their respective advantages …
July 2014: Briefcase Study
Each issue of The Steward will include a brief case study. In it, strategies will be highlighted that we utilize in solving problems and creating opportunities for our clients. We …
Special Feature
A new Harvard Business Review piece, written by Robert C. Meron, the 1997 Nobel Prize winner in Economic Studies and Harvard University Professor Emeritus, is so important that I wanted …
June 2014 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 June 2014 Edition.
June 2014: Welcome Letter
“Some people think that the truth can be hidden with a little cover-up and decoration. But as time goes by, what is true is revealed, and what is fake fades …
June 2014: Briefcase Study
Each issue of The Steward will include a brief case study. In it, strategies will be highlighted that we utilize in solving problems and creating opportunities for our clients. We …
June 2014: Back to the Basics
It has been brought to our attention that a return to the basics of financial and retirement planning would be helpful. Back to the Basics is a study of the …
Off the Record Bonus Session
[vc_row no_margin=”true” padding_top=”0px” padding_bottom=”0px” border=”none” style=”margin:30px”][vc_column width=”1/1″] Join us Thursday, June 26th at 5:30 as we discuss the investments that will help shape your financial future. We’ll start with the …
