Research has shown that older Americans who volunteer frequently live longer and report less disability. According to data from the Corporation for National and Community Service, 18.7 million older adults – more than a quarter of those 55 and older – contributed on average more than three billion hours of service in their communities per year […]
What are some of the things that can happen if you don’t correctly handle transactions with your retirement accounts? For example, if you use the wrong terminology regarding IRA transactions, you could make mistakes. You could lose tax deferral status for your hard-earned savings for retirement. You could be forced to pay out unnecessary tax penalties. We can […]
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 email@example.com. (Click the arrow to view this video.)
The strategic partnership between Dickinson Investment Advisors and Dickinson & Clark CPAs, PC provides the value of making one stop for your tax guidance and retirement planning. Check out the 1040 Tax Calculator as an available tool on our website as you prepare your documentation during this tax season. Also, Ron explains in his website video and […]
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 firstname.lastname@example.org.
Watch Ron’s video to hear his market forecast for 2015, which was part of his presentation at our “Forecast 2015″ client event. Although we cannot predict with certainty what the markets will do, we do have time-tested investment disciplines that keep us focused on being good stewards of your assets for retirement. Please give us a call at […]
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 on January 27, Ron discussed the ripple effect of falling oil prices on various components of […]
Watch Ron’s video as he explains how the price/earnings ratio is calculated in determining stock market valuations. This presentation was part of our “Forecast 2015″ client event on January 27, 2015. Thanks for watching this video. To learn more about our investment disciplines, please contact us with your questions. You can reach us at 712-256-4856 or […]