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
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
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