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?”
What headwinds do you face with your own personal finances, especially in regards to your retirement planning? My recent bike tour provided for me some vivid experiences and lessons about conquering headwinds. The RAGBRAI Pre-Ride Every year since 1973 during the fourth week of July, thousands of people have been flocking to Iowa to experience
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
What keeps both spouses from being mutually engaged with the financial affairs of your family? In many marriage relationships, spouses have divvied up their roles for the sake of keeping the household functioning smoothly. It’s normal to delegate duties based on your skill set and interests. This often involves one spouse being the primary bill
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. I just want to talk briefly about short-term versus long-term planning. Typically during tax season, I meet with clients and if it’s shortly after their tax meeting with their CPA, in most cases they talk about how they got a larger refund or at least