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
Ron Dickinson shares four key principles for selecting a financial planner. Trust and transparency with your advisor so you are comfortable sharing your life stories. Broad base of knowledge – experience coupled with the ability to look at various approaches to solving problems across disciplines. Strong convictions that hold to a core philosophy rather than
At Dickinson Investment Advisors we’re always on the lookout for better ways to serve our clients. We want to help you feel more comfortable with your financial plan and your investments. Recently, we’ve invested in some terrific new technology. Here’s what we have in store for you: Through our website, you’ll
2015 was a weak year for financial markets across the globe and across asset classes (stocks, bonds, commodities, etc.). Among the major global stock markets, the United States was the best performer, but that’s faint praise given the S&P 500’s 1.4% return. Dissecting the S&P 500 a bit further: According to Charles Schwab’s Liz Ann