New Dimensions Wealth Management

Wealth Management for Smart People

550 S. Watters Road, Suite 242
Allen, Texas 75013
972-972-8565
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    • Tiffany Finney-Johnson, CFP®
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Articles by Lance Alston

The Three T’s of Portfolio Management

July 10, 2014 by Lance Alston Leave a Comment

Do you have what it takes to manage your money? To successfully manage a portfolio – any portfolio – you need to possess the “three T’s” : time, temperament and training. TIME Isn’t time always the bottleneck? You can’t be a successful investor without committing a certain amount of time to the task. If you’re […]

Filed Under: Investing

The Who, How, What and Why of Portfolio Management

July 3, 2014 by Lance Alston Leave a Comment

Today I’d like to talk portfolios, but before we do let’s get some numbers on the table: There are almost 8,000 different mutual funds in the U.S. to choose from, along with over 1600 Exchange Traded Funds (ETFs) and another 6,000 individual stocks for those investors crazy enough to pick individual stocks. You’re not really […]

Filed Under: Investing

Investing

March 26, 2014 by Lance Alston Leave a Comment

Coming Soon.

Filed Under: Investing, Uncategorized

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Recent Posts

  • What are I-bonds and should they be part of my portfolio?
  • Our thoughts on Bear Markets
  • It’s that time of year again!
  • Russian Stocks – an update from DFA
  • Part 1 – Some thoughts on markets and current events in Europe

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550 S. Watters Road, Suite 242
Allen, Texas 75013

More About Us

For more than 20 years I have been helping individuals in Allen, McKinney, Plano and the surrounding areas plan for their financial futures. I am fortunate to love my work and look forward to meeting with my clients and helping them achieve their financial goals each day. Read More…

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For more than 15 years, I have been working in the financial services industry, helping individuals and families in Allen, McKinney, Plano and the north Dallas area create strategies to achieve their financial goals.

I'd love to help you reach yours. Read More…

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