Make the Most of All Your Years

Road going through a wooded area

I have two rules related to planning for your retirement: #1 Don’t run out of money. #2 After you have rule #1 solved, don’t forget to enjoy your young retirement years. As Americans we keep living longer. The Wall Street Journal article “Longer Lives Hit Pension Plans Hard” (February 24, 2015) states, “In its first […]

It Was All Greek To Investors

Eurozone flags

Our weekly market commentary notes that last Thursday, things weren’t looking so good for Greece. Barron’s explained: “…Germany scotched Greece’s request for a six-month extension to its existing aid package. Athens had sought more time to renegotiate the Draconian austerity package imposed on the land of Pericles, to keep from going bust and, perhaps, being […]

Ron Evaluates Supply & Demand for Oil

Oil wells

Watch Ron’s video as he discusses supply and demand issues related to the price of oil, including price interventions by OPEC, the U.S. and other countries. He made this presentation as part of our “Forecast 2015″ client event on January 27, 2015. To learn more about our investment process and how we monitor market conditions, please give us a […]

Ron Projects Growth Estimates for 2015

Roller coaster

Check out Ron’s video about his estimates for GDP growth in 2015. His presentation was part of our “Forecast 2015″ client event on January 27, 2015. We don’t have a crystal ball, but we do have an investment process for managing your assets according to time-tested investment solutions. We welcome your questions and would like to learn about […]

Higher Investment Sentiment

Stock trading screen

Our weekly market commentary indicates that “animal spirits” were improving last week, according to Barron’s. The idea of animal spirits was introduced to the field of economics in the late1930s, courtesy of John Maynard Keynes. In The General Theory of Employment, Interest and Money, he wrote: “…a large portion of our positive activities depend on […]

Ron Analyzes Market Volatility

Stock Market Traffic Sign Isolated

Watch Ron’s video as he provides an analysis of market volatility. He made this presentation as part of our “Forecast 2015″ client event on January 27, 2015. To learn more about our investment disciplines and how we make decisions regarding your irreplaceable assets in retirement, call us at 712-256-4856 or send an email to  

Ron’s Analysis of the Markets in January

Market trader

Watch this video as Ron Dickinson provides an overview of where the markets are at the start of 2015. His presentation was given at our “Forecast 2015″ client event on January 27, 2015. To learn more about our investment process that is based on time-tested investment solutions, give us a call at 712-256-4856 or send […]

Ron Analyzes the Drop in Oil Prices

Oil pump jacks pump oil in Al-Jbessa oil field in Al-Shaddadeh town of Al-Hasakah governorate April 2, 2010.  REUTERS/Stringer (SYRIA - Tags: BUSINESS ENERGY) - RTR45V74

Check out this video from Ron as he analyzes the market impact of falling oil prices. Oil prices have fallen nearly 50% from their June highs, so what are the ramifications of that? At our “Forecast 2015″ client event, Ron discussed the ripple effect of falling oil prices on various components of our economy. As […]

What’s In An Employment Report?

Financial & investing terms

Our weekly market commentary reports that last week, the U.S. Bureau of Labor Statistics’ Employment Situation Summary was full of encouraging data. Employment numbers for last November and December were revised higher which made 2014 the strongest year for job growth since 1999. However, 2015 isn’t off to a shabby start. The economy added just […]

Integrate Your Tax Planning and Investment Management

Tax keyboard

Watch this video to see how Ron explains a key element of our value proposition: integrating your tax planning into the process of financial planning and managing your investments. To learn more, you may call us at 712-256-4856 or send an email to (Click the arrow to view this video.)