News & Insights

Stay informed with updates and educational content designed to help you and your family plan confidently for the future.
    Rising Dividend Report

    Rising Dividend Report

    Summer 2025 Newsletter Donaldson Capital Management's Summer 2025 newsletter, the Rising Dividend Report, is now available online. Inside, w...
    Unlocking the Benefits of Financial Planning for a Complex Life

    Unlocking the Benefits of Financial Plan...

    Discover how a structured financial plan can transform chaos into clarity and empower you to manage life's complexities with confidence.
    Could the Income Builder Strategy Benefit Your Family or Friends?

    Could the Income Builder Strategy Benefi...

    The Income Builder strategy is designed for investors who want a steady and generous income while still benefiting from stock growth. It foc...
    Social Security Fairness Act

    Social Security Fairness Act

    The Social Security Fairness Act, signed into law on January 5, 2025, brings significant changes to Social Security benefits for those impac...
    Rising Dividend Report

    Rising Dividend Report

    Spring 2025 Newsletter Donaldson Capital Management's Spring 2025 newsletter, the Rising Dividend Report, is now available online. Inside, w...

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