Donaldson Capital Management's Winter 2025 newsletter, the Rising Dividend Report, is now available online.
Inside, we explore 2024 and look ahead to 2025, discuss when to take Social Security benefits, and share a checklist for managing financial matters after the loss of a loved one.
Looking Ahead with Mrs. Q
As in past years, we’re excited to speak with Mrs. Q—our hypothetical client—to discuss 2024 and look ahead to 2025. We've gathered questions from many of you and hope to address what's on your mind.
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Could the Rising Dividend Cornerstone™ Strategy Benefit Your Family or Friends?
Our flagship strategy appeals to a variety of investors by focusing on well-established companies with consistently rising dividends. Could it be a good fit for someone you know?
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When Should You Claim Social Security?
Should you start claiming your benefits early or delay? Explore the pros and cons, plus options for married couples and other investment considerations.
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Financial Checklist When Losing a Loved One
Losing a loved one is a life-changing event. Along with the emotional challenges, there are financial matters to address. If you're responsible for settling an estate, our checklist can help guide you through this process.
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Looking for More?
» Explore past issues in our Rising Dividend Report Archive.