Donaldson Capital Management's Fall 2025 newsletter, the Rising Dividend Report, is now available online.
Inside, we explore the growth potential of our Sequoia strategy, explain how lower interest rates may affect your finances, and highlight key changes in the One Big Beautiful Bill Act.
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NEEDS, WANTS, & LEGACY
Your plan should cover more than just the basics. In our Fall IPC letter, we explore how to build a strategy that supports what you need, what you enjoy, and what you hope to leave behind.
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How Lower Interest Rates Might Impact Your Financial Plan
In September, the Federal Reserve lowered interest rates by 0.25%. Even small changes can influence how you borrow, save, and invest
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Breaking Down the
One Big Beautiful Bill Act
We’ve read the fine print, so you don’t have to. We’ve highlighted the changes that could make a difference for your taxes, savings, and long-term goals.
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A SEPTEMBER TO REMEMBER
September gave us two wonderful opportunities to come together. We celebrated 30 years at Party in the Park in Newburgh, Indiana, and walked alongside you at the Mill Race Marathon, Half Marathon & 5K in Columbus, Indiana. Whether you were tapping your feet to classic tunes or crossing the finish line, your presence made these moments truly special. Thank you for joining us.
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Looking for More?
» Explore past issues in our Rising Dividend Report Archive.