If you have ever gone through the process of purchasing a house then you already understand the basic concepts of analyzing a stock; they’re not much different. I was reminded …
Estate Planning Doesn’t Have To Be Difficult
An effective estate plan allows you to make sure your assets are handled the way you want during your life and after your death. And contrary to popular belief, estate …
Back To The Basics: Indicators of a Healthy Financial Plan
When you go to your Primary Care Physician for your annual check-up, there are many factors that determine your level of health – height, weight, blood pressure, and pulse are …
Has Spring Finally Sprung?! Spring Cleaning, Anyone?
Before we get started, I wanted to share a fun announcement with you: Over the years, our very own Dave Bensch has performed with multiple Community Theatres in the area. …
Winter 2018 Welcome Letter
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 …
Back 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 …
‘Deduction Bunching’ – A Tax Strategy That Works And Makes You Sound Smart
With the passing of the new tax law, accountants have become the new rock stars. All eyes are on those with tax knowledge to sort it all out and show …