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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

Planning for Success on RAGBRAI and in Retirement

Video Transcript Hi folks. Ron Dickinson here of Dickinson Investment Advisors. I want to let you know that next week, I’m going to be out of the office participating in RAGBRAI. Now in case you don’t know what RAGBRAI is, it’s the world’s largest state-organized bike ride where we have at least 10,000, even up

Market Health Report – 2nd Quarter 2017

Second Quarter 2017 Key Takeaways The first half of 2017 proved to be a very strong period for global stock markets. Large-cap U.S. stocks were impressive with a surge of 9.3%. However, international stocks were the stars and continue to lead the way with returns in the mid-teens. Our portfolios benefited from a solid weighting

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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