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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

How to Make Family Harmony a Part of Your Estate Planning

You are invited to attend our next client event to hear Attorney Jennifer Carlson. You’ll be able to learn practical tips for communicating with your family members in the process of establishing your estate plans. Mrs. Carlson’s presentation will include several role plays, and we will have practical handout materials for you regarding issues with estate

Market Health Report – 1st Quarter 2018

First Quarter 2018 Key Takeaways Volatility returned to the financial markets in the first quarter for the first time in a while. Stocks surged out of the gates in January, then corrected sharply before rebounding into mid-March, clawing back much of their losses. They then dipped again into quarter-end, buffeted by a potential trade war

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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