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Stay informed with updates and educational content designed to help you and your family plan confidently for the future.
    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...
    The Outlook

    The Outlook

    Turning Down the Volume | April 25, 2025 — After a tumultuous few weeks in the markets, the Trump Administration is trying to turn down the ...
    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...
    The Outlook

    The Outlook

    Choppy Water | April 11, 2025 — Since the tariff announcement on April 2, markets have experienced significant volatility. The tariffs were ...
    The Outlook

    The Outlook

    Off Balance | March 28, 2025 — Markets remain off balance amid uncertainty over tariffs, economic growth, and the course for inflation. Afte...

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