Market Health Report – 4th Quarter 2020

Fourth Quarter 2020 Key Takeaways Last year was both volatile and difficult in many areas of our lives, yet economically global stocks were up 16% in 2020. U.S. stocks did a bit better. During the dark days of March, with pandemic fears rampant and the global economy falling off a cliff, very few (if any) […]

Tax Planning – What We Do For You Behind the Scenes

On the surface tax planning may appear boring, but its value can be extremely easy to overlook. Unfortunately it does not show up as additional earnings in your account, so two accounts with the exact same earnings for the year may have dramatically different after-tax results. We believe that by personally preparing the tax returns […]

Our Solutions For You

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 We Think About Elections & Investment Decisions

Each time a U.S. presidential election approaches, we visit again with clients about our views regarding the impact of elections on our investment outlook and portfolio positioning. Here is a quick review of how we think about elections in general within the context of our overall investment approach. Why We Don’t Market-Time Elections While the […]

Market Health Report – 3rd Quarter 2020

3rd Quarter 2020 Key Takeaways Despite some choppiness in September, the S&P 500 Index rose 8.9% in the quarter and has recovered all its losses for the year. Without the FANMAG stocks (Facebook, Amazon, Netflix, Microsoft, Apple, and Google/Alphabet), the S&P 500 would still be losing 3.6% for the year. The FANMAG stocks were up […]

To Look or Not to Look? That is the Question

Have you looked at your account statements over the past few months? In this blog I discuss several reasons why a lot of folks have avoided taking a close look at their personal finances lately and what choices they have going forward. Reasons not to look • According to Maslow’s hierarchy of needs, your primary […]

Market Health Report – 2nd Quarter 2020

A couple of quotes from our previous report: “Crazy times, unprecedented times, and you are prepared: You just witnessed the fastest 30% decline from a recent high on record for the S&P 500 – in only 30 days. We have experienced historic volatility. No one likes bear markets and red flashing across the screen, but […]

How To Protect Yourself From Scams

Amid an uncertain and vulnerable economic climate, we want to make sure you are informed and protected now more than ever. Top Scams For You To Be Aware Of IRS impersonators – In 2019, over 2.4 million Americans fell victim to fake IRS demands for money, costing a collective $72.8 million. Scammers use fear and […]

Our Approach as Retirement Investment Advisors

We don’t buy and forget. We want you to understand the steps 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 and […]