Summer 2025 Newsletter
Donaldson Capital Management's Summer 2025 newsletter, the Rising Dividend Report, is now available online.
Inside, we share seven reasons why trying to outguess the market is a bad idea, review how grandparents and their grandchildren may benefit from 529 Plans and the new FAFSA rule, and highlight our tax-efficient growth strategy, Capital Builder.
The Folly of Market Timing
Why “time in the market” beats “timing the market"
Trying to time the market is a temptation as old as investing itself. We share seven reasons why trying to outguess the market is a bad idea.
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A Grandparent’s Guide to 529 Plans & the New FAFSA Rule
With the new FAFSA Rule, it’s now easier to support your grandchild’s education. Discover how you and your grandchild can benefit, next steps, and how your financial advisor can help.
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Capital Builder Strategy
A Tax-Efficient Blueprint for Quality Growth
Our Capital Builder strategy is for investors who want a tax-efficient growth strategy without the stomach-churning volatility that may come with those more aggressive strategies. Would it be an appropriate option for you?
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Join Us for a Workshop
Let's Talk About What Matters to You
Learning about your financial future doesn’t have to feel formal or overwhelming. Instead, we’re creating opportunities for you to connect with others, enjoy meaningful conversations, and pick up valuable insights along the way.
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Looking for More?
» Explore past issues in our Rising Dividend Report Archive.
