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
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
Video Transcript Hey folks. Have you been watching the NBA playoffs? There are some astonishing players. I watched one guy hit seven out of eight shots from the half-court circle. That’s amazing! Every team has some all-stars on it. But unless you have five solid players and a good bench, your team is probably not
1st Quarter 2016 Key Takeaways It was a tale of two halves for global financial markets in the first quarter of the year. Stock markets plunged early on, falling 10%-16%. Broadly speaking, the decline was due to ongoing fears of a hard landing in the Chinese economy, a continuing plunge in oil prices, weaker-than-expected U.S.
Jennifer Carlson, an estate planning attorney, will be speaking at our next client event on Thursday, April 7, at 7:00 p.m. at our office at 533 S. Main St. in Council Bluffs. Mrs. Carlson’s presentation will answer these estate-related questions: What happens when a person dies? What does the post-death administration of a revocable trust look
Video Transcript Hi. I’m Ron Dickinson, Certified Financial Planner and CPA. I brought with me a cookie cutter this morning. It’s a very useful tool for turning out clone cookies, ones that look exactly like another. But when it comes to financial planning, I’m not sure if using a cookie cutter is the right approach.
I recently attended a conference with a roomful of investment professionals – supposedly a group of smart guys managing many millions in investments. The presenter asked an interesting question: How much would you estimate the stock market will make in a normal year? The average response was around 8%. (Fifteen years ago the answer no
Watch Ron’s video message to our clients during the dramatic market volatility of August 24, 2015 as he analyzed factors in the U.S. and China that contributed to the correction in the markets. As a team we understand that market volatility can be very disconcerting, but it is not unusual or unexpected. Ron underscores our belief that thoughtful