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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

Tax Planning and Your Investments

Video Transcript Hi folks. Ron Dickinson, Certified Financial Planner® and CPA. Today I’d like to talk to you about taxes… I can see that I lost about half of you already. I mean taxes are boring, right? I agree except for a few of us tax nerds that really enjoy it. Tax strategies aren’t that exciting

The Stock Market Is Nervous

It could be worse: you could have invested in bitcoin at $21,000 and now have less than $7,000. As Dave Piatkowski told our clients in our “Market Forecast 2018” seminar, stay out of bitcoin and don’t be surprised if volatility returns in the stock market. (Maybe I should buy him a swami hat, but his

Dickinson Services

Video Transcript Hi. This is Dave Piatkowski with Dickinson Investments. I just want to take a few minutes of your time today to explain a few of the services we provide here at Dickinson Investments. In recent months at various social gatherings, people have often asked me, “Hey, what do you do for a living?”

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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