Video Transcript Hi everyone. This is Amy with Dickinson Investments. You may not recognize my face but maybe my voice as one of our back office operations personnel. 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
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.
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
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 approach.
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?”
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 your
Video Transcript Hi folks, Dave Piatkowski with Dickinson Investments. This is a follow-up blog regarding financial planning. I run most of our financial plans here at Dickinson Investments. I’ve got three more items that are on the list of things that people forget to think about – or don’t think about in the right context
? Video Transcript Hi folks, Dave Piatkowski with Dickinson Investments. I run most of our financial plans here with our financial planning software. I’d like to take the time with you today to go over three quick things that I see that tend to be pitfalls for folks in retirement. 1. Over-helping family. Who doesn’t
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