Probate: the judicial process whereby a will is ‘proved’ in a court and accepted as a valid public document that is the last testament of the deceased. Most people have …
Steve’s Quarterly Market Update
At the conclusion of each quarter, Steve summarizes the ins-and-outs of the markets and economy that matter to long-term investors. Here’s a short excerpt: Q3 Market Update Third quarter continued …
The Beauty of Investing
Inspired by Warren Buffet’s ‘Crazy Farmer Analogy’ Written by Stephen L. Hanley, Investment Strategist Evergreen Wealth Management I am constantly amazed at the vast array of opinions and approaches to investing. …
Briefcase Study: Transition into Retirement
A number of couples that we work with recently found themselves working through a change in their life: the transition into retirement. When a long career ends, what steps might …
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 …
Fall 2017 Welcome Letter
Welcome to the Fall Edition of The Ultimate Guide For the Successful Steward, Fourth Dimension Financial Group’s newsletter. This issue of the Steward marks the five-year anniversary since it began. In …
