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.
From day one Dickinson Investment Advisors has held itself to the higher standard of being a fiduciary. We don’t charge commissions, take reimbursements, or pay undisclosed referral fees. We always make recommendations that we believe are in the best interests of our clients. What is a fiduciary? A fiduciary is someone who puts his clients’ interests
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
Click the link to view our slideshow narrated by Ron Dickinson and Dave Piatkowski from our “Forecast 2017” client event. In this video, Ron and Dave review the markets during 2016 and analyze market trends for the coming year. They also explain further about our process for constructing a portfolio for you, especially by incorporating alternative
It was an interesting year. The past year proved to be tumultuous on many fronts. It began with a steep double-digit plunge in stock markets and ended with a six-week equity rally. Fears of rising interest rates, news flow surrounding oil prices and production cuts, and the political upsets of the Brexit vote and Donald
The number one question we have received recently is whether we are selling stocks and holding cash as the presidential election looms over the country. We all have our personal political views, but as investors we have to remain neutral. In summary, markets prefer certainty and dislike uncertainty. A Clinton victory should bring the most