ECB Actions and the Big Mac Index

Analysis through a magnifying glass

Our weekly market commentary suggests that there may be potential for a reality TV program starring central bankers and the making of economic policy. It could be called, ‘The Real Central Bankers of the European Economic Community.’ Just imagine the last two weeks’ episodes. Two weeks ago, the Swiss National Bank shocked markets by unpegging […]

Market Health Outlook – 4th Quarter 2014

Ron resized

2014 Key Takeaways: As the year drew to a close, a handful of big-picture issues dominated the investment landscape: the plunging price of oil, positive economic indicators in the United States relative to most of the globe, and the ongoing influence of central banks (a key effect of which has been to bolster stocks and […]

Big Surprise from the Swiss National Bank

Eurozone flags

Central banks have been full of surprises lately, but not too many people saw this one coming. For fans of the board game Clue, here’s the gist of it: Thomas Jordan did it in Switzerland with monetary policy. Last week, Swiss National Bank (SNB) Chairman Thomas Jordan told the world the SNB would no longer […]

Free Portfolio Risk Analysis

Risk within a maze

Do you want to know what your Risk score is for investing your assets for retirement? After you take our brief questionnaire, we can help you by calculating your risk tolerance number and then designing a portfolio to fit you. Click here on this link to take our brief Riskalyze assessment: After you have completed the assessment, we […]

Retiree Spending on Healthcare Has Dropped

Healthcare costs

Good news for anyone in retirement or retiring soon: The amount of savings needed to cover health insurance premiums and out-of-pocket care expenses fell for a second straight year, according to the Employee Benefits Research Institute (EBRI). Okay, get ready for the governmental alphabet soup! The savings needed to pay Medigap premiums, Medicare Part B […]

Oil-Induced Mood Swings

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

You may be enjoying the economic benefits of gas prices around two dollars a gallon, but last week investors were skeptical about the effect of low, low oil prices on companies’ performance during 2015. Our weekly market commentary reports that for the first time since the financial crisis, the price of crude oil dropped under […]

Indirect IRA Rollovers

IRA Roth 401(k) nest eggs

Beware regarding indirect IRA rollovers: the rules have changed. There are a lot of reasons an investor might want to rollover an IRA. If it’s something you’ve been thinking about, talk with us. There are numerous tax implications that should be considered prior to taking any action. In general, there are two ways to rollover an […]

Russia, Greece, and U.S. Stock Market Volatility

Markets Financial Business

“…bubbling crude; oil that is, black gold, Texas tea.” Our weekly market commentary reports that the decline in oil prices accelerated during the fourth quarter of 2014. The main culprit was a supply and demand imbalance. Increased production in the United States, which is currently the biggest oil producer in the world, means there is […]

Times Really Have Changed

Change (for the better)

When you were younger, you may have heard relatives marvel over the high cost of everything from automobiles to aluminum foil. It’s worth taking a look back once in a while, and acknowledging exactly how significantly the world has changed. Let’s begin by picturing the United States at the beginning of the twentieth century. One-quarter […]

Resolve to Get Your Finances in Shape

Work for it

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 circumstances, with a goal of achieving wise financial stewardship of their resources in retirement. Through working […]