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 investments.
The presentation concludes with an insightful compare-and-contrast between publicly traded investments versus private investments such as business loans and private real estate.
We welcome the opportunity to visit with you about any questions you may have regarding this material and how it impacts your own retirement planning. Our phone number is 712-256-4856.
[Financial Planning and Investment Management Services offered through Dickinson Investment Advisors, Registered Investment Advisor. Statistics and market information provided by Litman Gregory Advisor Intelligence.]