Review of Our Economy by the International Monetary Fund

Wall Street sign with flag

Like a host at a dinner party, the International Monetary Fund (IMF) put the performance of the U.S. economy on the table last week to be gnawed over by world markets.  Our weekly market commentary reports that when the IMF presented its annual review of the world’s largest economy, it stated that: “Despite some improvements in [...]

Retirement Planning

Retirement Key

You’ve built your nest egg over many years.  This video explains how we can help you enjoy the rewards of your life’s efforts.  

Is Investing More Like Golf or Tennis?

Markets Financial Business

Like a funhouse mirror, investors’ concerns about whether and when the Federal Reserve will begin to end its quantitative easing program contorted market responses to economic news last week. Our weekly market commentary describes how unexceptional economic reports were treated as good news and pushed stock markets higher.  Strong economic reports were treated as bad [...]

What If You Lost 50% of Your Wealth in One Day?

Disaster Strikes newspaper headline

  Nothing is more satisfying for advisors and their clients than planning, investing, and watching net worth gradually increase. And, nothing is more disheartening than having a significant portion of portfolio value disappear as the result of an unanticipated event. There are many situations that can affect portfolio value.  Many of them can be avoided. [...]

We Don’t Buy and Forget

Eagle owl

I want to help you to understand the steps that I take so that my “buy and hold” strategy for long-term investing does not turn into a practice of “buy and forget.” The mission of our firm incorporates a focus on “proven, time-tested investment solutions.”  Such solutions for my clients include a proactive approach to [...]

2nd Quarter 2013 Newsletter

DIA_Newsletter_2QTR_2013

Click the image to view the 2nd Quarter 2013 Newsletter in pdf format. To see an archive of past newsletters, please visit http://www.dickinsoninvestments.com/newsletters.”

Fed will taper… Fed will not… Fed will… Fed will not…

Strategy and planning future

Last week, investors and traders obsessed about the Federal Reserve and the possibility it might begin to end its quantitative easing program. The Fed began its first round of quantitative easing during the financial crisis in an effort to prop up the American economy.  In general, quantitative easing helps increase money supply and promote lending [...]

To Retire With Confidence, Have A Plan

Retirement Key

“As you near retirement age or even within a decade or so, it is time to start doing some serious financial planning,” said Larry Stein, CFA, author of Peace of Mind Investing.  “Retiring with confidence is to develop a plan that makes sense, executing it, and reviewing it at least every five years to make [...]

What We Do

Financial planner explaining to a couple

This video outlines the financial planning process we use to protect and grow your money.  

The Taxman Cometh

Tax forms

Like guests feeling the first rain drops at a Memorial Day barbeque, markets responded uncertainly to Federal Reserve Board Chairman Ben Bernanke’s congressional testimony and the newly released Federal Open Market Committee (FOMC) minutes last week. Generally, both Bernanke’s comments and the FOMC minutes reiterated what the Fed has been saying for some time.  According [...]