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Financial Planning

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Investment Management

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How to Select Your Financial Planner

Ron Dickinson shares four key principles for selecting a financial planner

  1. Trust and transparency with your advisor so you are comfortable sharing your life stories
  2. Broad base of knowledge - experience coupled with the ability to look at various approaches to solving problems across disciplines
  3. Strong convictions that hold to a core philosophy rather than shifting with every change in the market
  4. Disciplined with personal success while retaining humility

Featured Blog Posts

You Are Invited to Our Forecast 2019 Client Event

We invite you to attend our Forecast 2019 client event on January 22. Ron and Dave will be presenting our analysis about… Why the markets have been so crazy, especially in the 4th Quarter last year. Our best projections about market trends in 2019. How our investment process serves to help our clients. Our client

Did the Grinch Steal the Santa Claus Stock Market Rally?

For the first eleven months of 2018 the stock market returns were slightly positive, but with a lot more roller coaster volatility than we have experienced in recent years. In typical years, the pattern in December is for markets to be positive, and we’ve often experienced a “Santa Claus Rally” coming into the end of

Our Services

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?”

How to Enjoy Retirement without Stress

"18 Common Sense Rules for Enjoying Your Retirement"

18 Rules for Enjoying a Successful Retirement
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