“One Thing This Week” – Panic as a Cure
How You Can Become Our Client
Click on the “About Us“ tab of our website to learn more about our firm. Compile your vital personal documents and information about your financial accounts. Jot down any questions you may have related to your retirement planning, your tax issues, and/or how we take care of our clients. Call us to schedule a discovery meeting with […]
“One Thing This Week” – Sleeping Like a Baby
“One Thing This Week” – A Few New Friends
1st Quarter 2020 Newsletter
Give us a call at 712-256-4856 to receive your copy of our 1st Quarter 2020 newsletter. [Financial Planning and Investment Management Services offered through Dickinson Investment Advisors, Registered Investment Advisor. Statistics and market information provided by Litman Gregory Advisor Intelligence.]
Forecast 2020 Slideshow
? This is the slideshow with analysis by Ron Dickinson and Dave Piatkowski from our Forecast 2020 Seminar on January 30, 2020. Please call our team at 712-256-4856 with any questions or comments you have about this material. [Financial Planning and Investment Management Services offered through Dickinson Investment Advisors, Registered Investment Advisor. Statistics and market […]
You Are Invited to Our Forecast 2020 Seminar
We invite you to attend our Forecast 2020 seminar on January 30. Ron and Dave will be presenting our analysis of market trends for this year and how our investment processes serve to help our clients reach their goals in retirement. This seminar will be on Thursday, January 30 at our new office location (535 […]
Market Health Report – 4th Quarter 2019
2019 Key Takeaways Larger-cap U.S. stocks were once again at the top of the leader board among global investments. The S&P 500 Index posted gains in every quarter to end the year at an all-time high. Its 31% total return was its second-best year since 1997. (It was up 32% in 2013.) Smaller-cap U.S. stocks […]
Year-End Tax Planning for 2019
As we move closer to year-end, we start to focus on what we can do to optimize our clients’ tax situations and minimize their taxable income where possible. This tax planning is an important part of how we assist clients in building and preserving wealth. Below are a few of the planning techniques we consider […]
You Are Invited To Our Christmas Open House
Please join us for some light hors d’oeuvres, wine tasting, prizes, and good conversations with our team. Our Christmas Open House will be on Thursday, December 12 from 4:00 to 6:00 pm at the Council Bluffs Public Library located at 400 Willow Avenue. We also encourage you to invite a guest to come along with […]
