Stock trading chart

Be Careful What You Wish For

If you’re familiar with fairy tales, you’ve probably run across a story or two that involves the granting of wishes. Well, as our weekly market commentary notes, there was some wishing going on around the globe last week and, if the wishes come true, the outcomes may be less … [Read More...]

Family estate planning

Inheritance Choices: What Will You Leave Behind?

History is full with examples of parents taking actions they believe will improve the lives of future generations. In 1780, then President of the United States John Adams wrote to his wife:[1] “I must study politics and war that my sons may have liberty to study … [Read More...]

Work for it

Resolve to Get Your Finances in Shape

Whether it’s trimming your waistline or firming your financial profile, the key isn’t making your list of resolutions, it’s sticking with it! Dickinson Investment Advisors provide planning and investment services that are tailored to our clients’ unique needs and life … [Read More...]

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RIA Stands For You

How Can You Become Our Client?

        1. Learn about "Who We Are," "Serving You," and "Are We Right For You?" on our website. 2. Compile your vital personal documents and information about your financial accounts. 3. Jot down any questions you may have related to your retirement planning, your tax issues, and/or how we take care of our clients. 4. Call us to schedule a discovery meeting with Ron or … [Read More...]