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.
Video Transcript Hi folks. Dave Piatkowski here with Dickinson Investments. We are in the heart of tax season and with that, I just want to talk briefly about short-term versus long-term planning. Typically during this time of year, I meet with clients and if it’s shortly after their tax meeting with their CPA, in most
Video Transcript Hi. This is Dave Piatkowski with Dickinson Investments. I just want to take a few minutes of your time today to explain a few of the services we provide here at Dickinson Investments. In recent months at various social gatherings, people have often asked me, “Hey, what do you do for a living?”
The Board of Directors of Iowa West recently elected Ron Dickinson as a new board member to serve a 3-year term on the Iowa West Foundation Board. The Foundation’s vision is “a community where families choose to live, and businesses choose to locate, because of the quality of life and standard of living.” “Our Board
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