We don’t buy and forget. We want you to understand the steps that we take so that our “buy and hold” strategy for long-term investing does not turn into “buy and forget.” The mission of our firm incorporates a focus on “proven, time-tested investment solutions.” Such solutions for our clients include a proactive approach to research
Video Transcript Hi folks, Dave Piatkowski with Dickinson Investments. This is a follow-up blog regarding financial planning. I run most of our financial plans here at Dickinson Investments. I’ve got three more items that are on the list of things that people forget to think about – or don’t think about in the right context
? Video Transcript Hi folks, Dave Piatkowski with Dickinson Investments. I run most of our financial plans here with our financial planning software. I’d like to take the time with you today to go over three quick things that I see that tend to be pitfalls for folks in retirement. 1. Over-helping family. Who doesn’t
