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 July 2014 Edition.
July 2014 Welcome Letter
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 …