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Financial Planning

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Tax Planning

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Investment Management

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How to Select Your Financial Planner

Ron Dickinson shares four key principles for selecting a financial planner

  1. Trust and transparency with your advisor so you are comfortable sharing your life stories
  2. Broad base of knowledge - experience coupled with the ability to look at various approaches to solving problems across disciplines
  3. Strong convictions that hold to a core philosophy rather than shifting with every change in the market
  4. Disciplined with personal success while retaining humility

Featured Blog Posts

Social Security Basics

Video Transcript Hi. Dave Piatkowski here with Dickinson Investment Advisors. Recently, we’ve been getting a lot of questions regarding Social Security, partly due to the fact that Congress made some changes to Social Security at the end of last year that are going to take effect at the end of April. In general, we want

Market Health Report – 1st Quarter 2016

1st Quarter 2016 Key Takeaways It was a tale of two halves for global financial markets in the first quarter of the year. Stock markets plunged early on, falling 10%-16%. Broadly speaking, the decline was due to ongoing fears of a hard landing in the Chinese economy, a continuing plunge in oil prices, weaker-than-expected U.S.

Roth IRA Benefits

Video Transcript Hi. This is Dave Piatkowski here with Dickinson Investments. I would like to take a moment of your time to discuss Roth IRAs with you today. I know some of you are probably thinking, “Roth IRAs? I don’t even know what a traditional IRA is exactly.” But the difference between the two is

How to Enjoy Retirement without Stress

"18 Common Sense Rules for Enjoying Your Retirement"

18 Rules for Enjoying a Successful Retirement
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