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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

Private Real Estate

Video Transcript Hi folks. Ron Dickinson, Certified Financial Planner, CPA. I have a question for you: What’s included in your retirement portfolio? Most people would say, “Well, I have some stocks and I have some bonds.” In fact the universal answer for a retiree is 60 percent stocks, 40 percent bonds. So the next question

Family Vacations and Financial Planning

Video Transcript Hi folks. Dave Piatkowski here with Dickinson Investments. In this time of August where typically families are toing and froing from all their various family vacations and kids’ activities, me being me, I found two big things during our family vacation that are very financial planning-oriented. As I talked about this on our long

Market Health Report – 2nd Quarter 2016

U.S. markets were floating in a narrow range for most of the quarter until June, when the relative calm in global stock markets came to an abrupt end. Upending most leading forecasts and taking world financial markets by surprise, the United Kingdom voted to leave the European Union on June 23. (The British common man

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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