Market Health Report – 3rd Quarter 2019
Third Quarter 2019 Key Takeaways The third quarter of 2019 was a choppy one for financial markets as investors continued to weigh the overall health of the global economy. Uncertainties included the ongoing trade war with China, a drone attack on Saudi Arabia’s oil fields, the seemingly never-ending Brexit negotiations, and – as September wrapped […]
Private Real Estate – Part 1
[fve]https://vimeo.com/180053385[/fve] Video Transcript Hi folks. Ron Dickinson, Certified Financial Planner, CPA. I have a question for you: What’s included in your retirement portfolio? Most people would say, “Well, I have some stocks and I have some bonds.” In fact the universal answer for a retiree is 60 percent stocks, 40 percent bonds. So the next […]
Adding a Trusted Contact Person
I wanted to take the time to remind our clients that if they haven’t added a trusted contact person to their investment account(s), to give us a call.
Apple Pie and Portfolio Diversification
I just want to take a few moments of your time to discuss the importance of diversification in your portfolio.
Tips on Paperless Delivery
We would like to help you with all that paper you receive from Schwab and the alternative investments companies.
Market Health Report – 2nd Quarter 2019
Second Quarter 2019 Key Takeaways The first half of 2019 saw robust gains across most types of investment styles, but it certainly wasn’t a smooth ride. Global stock markets got a jump start on the year thanks to progress in US-China trade negotiations and a newly “patient” Fed, but an abrupt breakdown in the trade […]
A War Story About Identity Theft
I recently received a fraudulent request by email to distribute funds from a client’s account. Here’s a quick description about what happened and how we as a team responded to thwart the theft. Tricks Used by the Hacker: The request came from an email address that we recognized as being from one of our clients. […]
Should you be worried about a recession?
Video Transcript “A recession is coming! A recession is coming!” This has been the news media’s cry for the last five or ten years and yet it hasn’t happened. There’s an old joke that economists have predicted fifteen of the last three recessions. Unfortunately, the horrific crash of 2008 is still fresh in our minds […]
Beware of Cookie Cutter Solutions
[fve]https://vimeo.com/157152804[/fve] Video Transcript Hi. I’m Ron Dickinson, Certified Financial Planner and CPA. I brought with me a cookie cutter this morning. It’s a very useful tool for turning out clone cookies, ones that look exactly like another. But when it comes to financial planning, I’m not sure if using a cookie cutter is the right […]
Understanding Our Fiduciary Standard
[fve]https://vimeo.com/214206014[/fve] Video Transcript Fiduciary. It’s not a word that rolls off your tongue very easily, is it? And to be quite truthful with you, most consumers don’t quite understand what it means. But it simply means that you can fully trust the person you’re talking to. If they meet the fiduciary standard, they’re working in […]
