Equifax (one of three consumer credit reporting agencies) recently experienced a data breach/hack that potentially affects 143 million U.S. customers. Since they gather information about you without any effort on your part, your personal information may have been stolen no matter how careful you’ve been. In today’s world, using a credit card is almost a
Union Pacific has announced a buyout and layoffs this week. Watch my 45-second video to learn more. If you need help in making a decision about your retirement benefits, we can help. We’ve helped many U.P. employees over the years with their tax, investment, and financial planning. Give us a call at 712-256-4856 to
Video Transcript Hi folks. Ron Dickinson here of Dickinson Investment Advisors. I want to let you know that next week, I’m going to be out of the office participating in RAGBRAI. Now in case you don’t know what RAGBRAI is, it’s the world’s largest state-organized bike ride where we have at least 10,000, even up
Second Quarter 2017 Key Takeaways The first half of 2017 proved to be a very strong period for global stock markets. Large-cap U.S. stocks were impressive with a surge of 9.3%. However, international stocks were the stars and continue to lead the way with returns in the mid-teens. Our portfolios benefited from a solid weighting
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
First Quarter 2017 Key Takeaways Global equities greeted the new year with the same degree of enthusiasm with which they closed 2016. Emerging-market stocks led the way with strong gains, followed closely by developed international and large U.S. stocks. Our portfolios benefited from their exposure to emerging-market stocks, which outpaced U.S. stocks for the quarter.