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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

It Takes Two to Tango

What keeps both spouses from being mutually engaged with the financial affairs of your family? In many marriage relationships, spouses have divvied up their roles for the sake of keeping the household functioning smoothly. It’s normal to delegate duties based on your skill set and interests. This often involves one spouse being the primary bill

Understanding Our Fiduciary Standard

Video Transcript Fiduciary. It’s not a word that rolls off your tongue very easily, is it? And to be quite truthful with you, most consumers don’t quite understand what it means. But it simply means that you can fully trust the person you’re talking to. If they meet the fiduciary standard, they’re working in your

Talking With Our Millenial Kids About Money

  I often tease my daughter Lydia about being “such a millennial.” In our process of launching her into adulthood and into her career as a nurse, my wife Connie and I have had a number of talks with her in recent years about her growing list of adult responsibilities. Connie has tended to talk

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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