Tax Planning and Your Investments

Video Transcript Hi folks. Ron Dickinson, Certified Financial Planner® and CPA. Today I’d like to talk to you about taxes… I can see that I lost about half of you already. I mean taxes are boring, right? I agree except for a few of us tax nerds that really enjoy it. Tax strategies aren’t that exciting […]

2nd Quarter 2020 Newsletter

Give us a call at 712-256-4856 to receive your copy of our 2nd 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.]

Market Health Report – 1st Quarter 2020

1st Quarter 2020 Key Takeaways 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 screens, but we have prepared […]

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 […]

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 […]

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 […]