News & Insights

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

    The Outlook

    A Balancing Act | July 11, 2025 — Stocks remain resilient despite renewed trade tensions. The Trump Administration has introduced a new roun...
    The Folly of Market Timing

    The Folly of Market Timing

    Why “Time in the Market” Beats “Timing the Market”
    What the One Big Beautiful Bill Act Will Mean for You

    What the One Big Beautiful Bill Act Will...

    On July 4, 2025, President Trump signed into law the One Big Beautiful Bill Act (OBBBA), a sweeping, nearly 900-page piece of legislation pa...
    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.

    Recent Posts

    Rising Dividend Report
    Published: October 13, 2025
    The Outlook
    Published: October 13, 2025
    Needs, Wants, & Legacy
    Published: October 10, 2025

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