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 […]

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.]